Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Gregory Pence is a financial advisor who has been working in the financial services industry for over 20 years. Jason currently works at Charles Schwab & CO., Inc. and has been with them since April 2004. Jason's expertise and experience in providing financial guidance make them a valuable asset to their clients. Jason has a wide range of experience in various financial markets. Jason holds the Series 7, 9, 10, and 66 licenses, as well as the SIE license and is a Certified Financial Planner. Jason is also a volunteer board member and Finance Committee volunteer for Youth Challenge, where they dedicate their time to supporting the organization.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
OH
01/02/2019 - Present
Charles Schwab & CO., Inc. (Westlake OH)
MN
12/11/2001 - 04/13/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/11/2001 - 04/13/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/27/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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