Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Pueschel is an investment advisor representative with over 25 years of experience in the financial services industry. Jason has a broad range of experience, having worked with several firms including Money Concepts Capital Corp, Preferred Capital Securities, LLC, EDI Financial, Inc, BlueRock Capital Markets LLC, Patrick Capital Markets, LLC, National Planning Corporation, Saxony Securities, Inc, Cole Capital Corporation, Allianz Life Financial Services, LLC, Old Mutual Investment Partners, Salomon Smith Barney Inc, American Skandia Marketing, Inc, Counsellors Securities Inc, and Nutmeg Securities, LTD. Jason currently works with Saxony Capital Management, LLC and is licensed to advise clients in Connecticut, Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Louisiana, Maine, Maryland, Massachusetts, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Washington, and Wisconsin. Jason is dedicated to providing personalized financial planning and investment management services to individuals, families, and businesses.
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.
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.
Consulting fees to ria's, finders fees, fees third party manager
1
2
CT
01/02/2025 - Present
Saxony Capital Management, LLC (Hebron CT)
CT
09/08/2017 - 07/14/2020
MONEY CONCEPTS CAPITAL CORP (Wethersfield CT)
GA
01/28/2016 - 01/31/2017
PREFERRED CAPITAL SECURITIES, LLC (ATLANTA GA)
TX
01/28/2014 - 01/16/2015
EDI FINANCIAL, INC. (IRVING TX)
NY
08/09/2012 - 06/19/2013
BLUEROCK CAPITAL MARKETS LLC (NEW YORK NY)
MO
08/16/2011 - 07/03/2012
PATRICK CAPITAL MARKETS, LLC (ST LOUIS MO)
CT
09/02/2010 - 03/11/2011
NATIONAL PLANNING CORPORATION (GLASTONBURY CT)
MO
10/16/2009 - 09/09/2010
PATRICK CAPITAL MARKETS, LLC (ST LOUIS MO)
CT
04/07/2010 - 07/16/2010
SAXONY SECURITIES, INC. (GLASTONBURY CT)
AZ
05/12/2008 - 08/14/2009
COLE CAPITAL CORPORATION (PHOENIX AZ)
MN
07/18/2007 - 04/08/2008
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
CO
09/27/2001 - 07/09/2007
OLD MUTUAL INVESTMENT PARTNERS (DENVER CO)
NY
11/06/1998 - 04/06/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
CT
07/14/1995 - 04/29/1998
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
NY
05/16/1994 - 05/12/1995
COUNSELLORS SECURITIES INC. (NEW YORK NY)
NY
12/08/1992 - 09/10/1993
NUTMEG SECURITIES, LTD. (NEW YORK NY)
IA
Issued 02/25/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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