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Jason F Sauer

Advisor Resource Council

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About Jason F Sauer

Jason Sauer is a financial advisor who has been in the industry since December 29, 2015. Jason is currently registered with Advisor Resource Council in Oklahoma and Texas. Jason holds Series 6, 7, 63, and 65 licenses. Jason has previously worked with Cambridge Investment Research, Inc., LPL Financial LLC, and Vanguard Marketing Corporation. Jason specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.

Firm Information

Jason Sauer is currently registered with Advisor Resource Council. The Advisor Resource Council is a Dallas, TX-based firm with 91 investment adviser representatives and $2.45 billion in regulatory assets under management. The firm offers financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and other investment advisers. They are also a registered investment adviser with the SEC.
Advisor Resource Council

15110 DALLAS PARKWAY

DALLAS, TX 75248

$2.45B

Assets Under Management

11

Total Clients

75

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Sauer’s Registration & Firm History

TX

03/22/2023 - Present

Advisor Resource Council (DALLAS TX)

OK

01/21/2022 - 03/14/2023

CAMBRIDGE INVESTMENT RESEARCH, INC. (Tulsa OK)

OK

08/01/2017 - 09/09/2019

LPL FINANCIAL LLC (TULSA OK)

AZ

06/29/2005 - 02/06/2007

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

BC

Issued 12/30/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/23/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/2017

Series 7 - General Securities Representative Examination

BC

Issued 06/23/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jason F Sauer. Review regulatory record here.
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