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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Goldberg is a financial advisor with over 25 years of experience in the industry. Jason Goldberg is registered with Raymond James & Associates, Inc. in Ohio and Texas. Jason Goldberg has been with Raymond James & Associates, Inc. since November 2013 and has previously worked with WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC. and H&R BLOCK FINANCIAL ADVISORS, INC.. Jason Goldberg holds a Series 63, 10, 9, 7 and 52 licenses and specializes in providing a wide range of financial services including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars and selection of other advisors. Jason Goldberg is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
01/03/2014 - Present
Raymond James & Associates, Inc. (Cincinnati OH)
OH
01/01/2008 - 11/19/2013
WELLS FARGO ADVISORS, LLC (CINCINNATI OH)
OH
11/22/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BLUE ASH OH)
MI
08/01/1997 - 12/15/2000
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BC
Issued 08/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/04/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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