Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Everett Gaunt is a financial advisor with Independent Financial Group, LLC. Jason has over 10 years of experience in the financial services industry and is a Certified Financial Planner. Jason's areas of expertise include financial planning, portfolio management, and insurance. Jason is licensed to provide financial advice in Nevada and Texas, and is registered with FINRA and the SEC.
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.
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.
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.
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2
NV
02/10/2020 - Present
Independent Financial Group, LLC (RENO NV)
MA
01/12/2010 - 02/07/2013
SUSQUEHANNA FINANCIAL GROUP, LLLP (BOSTON MA)
MA
01/03/2008 - 01/23/2009
RIVERSOURCE DISTRIBUTORS, INC. (BOSTON MA)
MN
12/06/2004 - 12/31/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
12/06/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
05/04/2004 - 09/28/2004
JEFFERIES & COMPANY, INC. (NEW YORK NY)
BC
Issued 01/29/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/21/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2020
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2013
Series 3 - National Commodity Futures Examination
BC
Issued 05/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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