Unclaimed
Jason Franklin Briscoe is a registered investment advisor with Lasalle St. Investment Advisors, LLC, a registered investment advisor firm. Jason has been in the industry since 2001 and has a Series 7 and Series 66 license. He holds a current registration in Florida, Illinois, Michigan, Missouri, Pennsylvania and Texas. Jason has previous experience with BROKERSXPRESS LLC, USF SECURITIES, L.P., BANC OF AMERICA INVESTMENT SERVICES, INC., A. G. EDWARDS & SONS, INC., and UBS PAINEWEBBER INC.
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.
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
IL
02/20/2020 - Present
Lasalle ST. Investment Advisors, LLC (ELMHURST IL)
IL
03/05/2009 - 06/29/2012
BROKERSXPRESS LLC (JOLIET IL)
IL
12/20/2006 - 03/24/2009
USF SECURITIES, L.P. (JOLIET IL)
IL
10/23/2003 - 10/26/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (HINSDALE IL)
MO
01/17/2002 - 11/11/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NJ
03/06/2001 - 01/28/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 03/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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