Unclaimed
Jason Lea is a financial advisor with The Leaders Group, Inc. Jason has been in the financial services industry since June 16, 2001. Jason has worked for several firms over the years including SAGEPOINT FINANCIAL, INC. and ING FINANCIAL PARTNERS, INC. Jason Lea is licensed in the state of Colorado and 50 other states.
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.
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.
1
2
CO
02/02/2015 - Present
THE Leaders Group, Inc. (LITTLETON CO)
AZ
01/16/2014 - 01/23/2015
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
RI
01/01/2005 - 12/31/2013
ING FINANCIAL PARTNERS, INC. (PROVIDENCE RI)
CA
07/05/2001 - 01/01/2005
INTERLINK SECURITIES CORP. (WOODLAND HILLS CA)
MA
10/11/2000 - 11/22/2000
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 10/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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