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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 Bohannon is a financial advisor with PFS Investments Inc. Jason has been in the industry since June 22, 2011. Jason is registered as a Registered Representative with the state of Iowa and as a Registered Investment Advisor with the state of Texas. Jason has a Series 6, Series 63, Series 65 and Series 26 licenses and holds a Certified Financial Planner designation. Jason's clients include high-net-worth individuals, corporations, charitable organizations and individuals other than high-net-worth individuals.
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.
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.
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IA
02/04/2019 - Present
PFS Investments Inc. (HIAWATHA IA)
IA
Issued 07/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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