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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 Lippeatt is a financial advisor with Concourse Financial Group Securities, Inc. Jason has been in the financial services industry since November 2007. Jason has a total of 52 state securities licenses. Jason is also a Registered Representative with FINRA. Jason's firm, Concourse Financial Group Securities, Inc., manages over $4 billion in assets. They offer financial planning, portfolio management, pension consulting, and educational seminars. The firm primarily serves individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AL
08/08/2011 - Present
Concourse Financial Group Securities, Inc. (Birmingham AL)
AL
01/24/2022 - 12/12/2023
INVESTMENT DISTRIBUTORS, INC. (Birmingham AL)
BOTH
Issued 08/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/31/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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