Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Epler is a financial professional with over 20 years of experience in the financial services industry. Jason holds Series 63, Series 66, Series 7, Series 9, Series 10, and Series 24 licenses and is currently registered with TIAA-CREF Individual & Institutional Services, LLC in Florida and several other states. Previously, Jason was associated with Charles Schwab & Co., Inc., BB&T Investment Services, Inc., and Empire Financial Group, Inc. Jason specializes in providing financial planning and portfolio management services to individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
FL
08/14/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Gainesville FL)
FL
03/22/2006 - 07/29/2014
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
NC
01/19/2005 - 01/11/2006
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
TX
12/18/1997 - 11/29/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
FL
09/16/1994 - 12/05/1997
EMPIRE FINANCIAL GROUP, INC. (LONGWOOD FL)
BOTH
Issued 01/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/23/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/11/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jason Epler is the right advisor for you? Invested Better is here to help.
