Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Labarge is a financial advisor who has been in the industry since 2012. Jason is currently registered with AE Wealth Management, LLC and has previously worked with CETERA ADVISOR NETWORKS LLC, SUMMIT BROKERAGE SERVICES, INC., CAMBRIDGE INVESTMENT RESEARCH, INC., THE LEADERS GROUP, INC., and ALLIANZ LIFE FINANCIAL SERVICES, LLC. Jason holds Series 6, 7TO, 63, and 65 licenses and specializes in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Jason also provides investment advisory services.
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.
A percentage of the total value of assets under management is charged.
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2
MD
10/03/2023 - Present
AE Wealth Management, LLC (Severna Park MD)
MD
09/20/2019 - 09/29/2023
CETERA ADVISOR NETWORKS LLC (ANNAPOLIS MD)
MD
10/29/2013 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (ANNAPOLIS MD)
MD
08/15/2013 - 11/15/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (ANNAPOLIS MD)
CO
07/12/2012 - 03/06/2013
THE LEADERS GROUP, INC. (LITTLETON CO)
MN
03/02/2011 - 03/29/2011
ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)
IA
Issued 02/14/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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