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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 Evertson Colquitt is a financial advisor with Eagle Strategies LLC. Jason has been in the financial services industry since October 5, 2004. Jason is registered with FINRA, as well as the state of Texas. Eagle Strategies LLC provides a wide range of financial services to individuals, corporations, charitable organizations, and high-net-worth individuals. Their services include financial planning, pension consulting, educational seminars, and publication of periodicals. The firm is committed to providing its clients with the highest level of personalized service and investment management expertise.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
08/16/2017 - Present
Eagle Strategies LLC (FRISCO TX)
NY
06/02/2014 - 12/21/2015
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
TX
04/06/2011 - 04/16/2014
TD AMERITRADE, INC. (FORT WORTH TX)
TX
09/28/2009 - 04/16/2014
TD AMERITRADE CLEARING, INC. (FORT WORTH TX)
TX
06/02/2006 - 07/01/2009
CUE FINANCIAL GROUP, INC. (AUSTIN TX)
GA
04/12/2002 - 01/07/2003
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
07/31/2001 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
CO
04/18/2000 - 05/15/2001
JANUS DISTRIBUTORS, INC. (DENVER CO)
BOTH
Issued 7/7/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 5/3/2011
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/1/2006
Series 7 - General Securities Representative Examination
BC
Issued 4/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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