Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Langley is a financial advisor with Private Client Services, LLC. Jason has been in the financial services industry since 2000. Jason is registered in multiple states to provide advisory services. Jason also provides tax preparation and consulting services for individuals and businesses. Jason is committed to helping clients achieve their financial goals through personalized advice and service.
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.
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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KY
03/24/2005 - Present
Private Client Services, LLC (LOUISVILLE KY)
KY
01/14/2005 - 05/10/2010
WOODBURY FINANCIAL SERVICES, INC. (LOUISVILLE KY)
NJ
10/09/2002 - 02/08/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MO
06/21/2001 - 09/09/2002
EDWARD JONES (ST. LOUIS MO)
RI
09/20/2000 - 06/13/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 10/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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