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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 Fagan is an investment advisor representative with Cambridge Investment Research Advisors, Inc.. Jason has been in the securities industry since April 2013 and has licenses in Florida and Texas. Jason has a background in providing financial planning services and has also been a research development tax agent. Jason's specializations include providing investment advice to high-net-worth individuals, individuals other than high-net-worth individuals, pension and profit-sharing plans, and state or municipal government entities. Jason provides his clients with investment advice and portfolio management services and is registered with FINRA and the state of Florida.
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.
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.
Solicitation fees from 3rd party money managers
1
2
FL
06/29/2023 - Present
Cambridge Investment Research Advisors, Inc. (Merritt Island FL)
IL
04/02/2013 - 09/24/2019
THE O.N. EQUITY SALES COMPANY (CHAMPAIGN IL)
IA
Issued 06/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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