Unclaimed
Jason Robinson is a financial advisor who has been in the industry for over 20 years. Jason holds the Series 7, Series 24, Series 26, and Series 66 licenses. Jason is registered with Farmers Financial Solutions, LLC and has been with the firm since 2014. Prior to that, Jason worked for Principal Funds Distributor, Inc., E*TRADE Securities LLC and AXA Advisors, LLC. Jason's experience and qualifications give him a strong foundation to provide investment advice to clients.
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
WA
10/09/2014 - Present
Farmers Financial Solutions, LLC (VANCOUVER WA)
CA
09/06/2006 - 07/21/2014
PRINCIPAL FUNDS DISTRIBUTOR, INC. (EL DORADO HILLS CA)
CA
02/19/2004 - 09/18/2006
E*TRADE SECURITIES LLC (RANCHO CORDOVA CA)
NY
07/26/2002 - 02/23/2004
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 09/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/13/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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