Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Lytle is a financial advisor with over 20 years of experience in the financial services industry. Jason is currently registered with Eagle Strategies LLC, where he has been employed since 2012. He has previously worked at several other financial institutions including LPL Financial LLC, NFP Securities, Inc. and M Holdings Securities, Inc. Jason is also a licensed investment advisor and holds several industry certifications, including Series 7, 63, 24, 55, 27, 53, 4 and the SIE exam. Jason specializes in providing financial planning and investment management services to individuals, corporations, and charitable organizations.
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.
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.
1
2
TX
08/26/2021 - Present
Eagle Strategies LLC (PLANO TX)
WA
02/01/2012 - 10/22/2012
LPL FINANCIAL LLC (OLYMPIA WA)
TX
11/20/2007 - 07/19/2011
NFP SECURITIES, INC. (AUSTIN TX)
OR
12/01/2006 - 11/15/2007
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
TX
02/14/2001 - 11/02/2006
NFP SECURITIES, INC. (AUSTIN TX)
TX
07/07/1999 - 02/08/2001
ACCESS BROKER.COM, INC. (RICHARDSON TX)
RI
04/16/1998 - 07/16/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 4/22/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/8/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2004
Series 27 - Financial and Operations Principal Examination
BC
Issued 9/9/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 5/23/2000
Series 4 - Registered Options Principal Examination
BC
Issued 12/21/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 4/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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