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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 Koch is a financial advisor with Independent Financial Group, LLC, located in Sussex, Wisconsin. Jason is a registered representative and investment advisor representative with the firm. Jason has over 15 years of experience in the financial services industry and holds Series 6, 7, 63, and 65 licenses. Jason also holds the Securities Industry Essentials (SIE) examination. Jason has worked with firms such as Royal Alliance Associates, Inc. and Signator Investors, Inc., before joining Independent Financial Group, LLC.
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.
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.
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2
WI
02/01/2021 - Present
Independent Financial Group, LLC (Sussex WI)
WI
11/02/2018 - 02/03/2021
ROYAL ALLIANCE ASSOCIATES, INC. (BROOKFIELD WI)
WI
01/12/2018 - 11/02/2018
SIGNATOR INVESTORS, INC. (BROOKFIELD WI)
WI
07/13/2007 - 01/25/2018
AXA ADVISORS, LLC (MILWAUKEE WI)
IA
Issued 05/07/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/2010
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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