Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Gary Stoddard is an investment professional with over 15 years of experience in the financial services industry. Jason is currently registered with Key Investment Services LLC as a Registered Representative and Investment Advisor Representative. Jason has a strong track record of providing investment advice and wealth management services to a wide range of clients, including individuals, families, and businesses. Jason has experience working with clients in a variety of investment areas, including retirement planning, college savings, and estate planning. Jason is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
02/01/2024 - Present
KEY Investment Services LLC (BROOKLYN OH)
UT
09/29/2008 - 03/20/2015
KEY INVESTMENT SERVICES LLC (SALT LAKE CITY UT)
UT
01/18/2006 - 04/12/2007
KEY INVESTMENT SERVICES LLC (SALT LAKE CITY UT)
OH
07/21/2004 - 01/18/2006
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
IL
12/13/1999 - 05/10/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
RI
03/04/1998 - 09/29/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 07/30/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/03/2023
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jason Stoddard is the right advisor for you? Invested Better is here to help.
