Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Lindley is a financial advisor with Vanguard Advisers, Inc., located in Charlotte, NC. Jason has been in the financial services industry since 2004. Jason holds Series 7, 31, and 63 securities licenses, as well as Series 65 investment advisor licensing. Jason is a Certified Financial Planner. Jason's previous employers include Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jason Lindley provides 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.
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NC
05/15/2015 - Present
Vanguard Advisers, Inc. (CHARLOTTE NC)
NC
06/01/2009 - 09/14/2010
MORGAN STANLEY SMITH BARNEY (CHARLOTTE NC)
NC
11/30/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CHARLOTTE NC)
NC
01/21/2005 - 08/20/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
GA
11/01/2004 - 01/27/2005
FSC SECURITIES CORPORATION (ATLANTA GA)
NC
05/12/2004 - 05/20/2004
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
BC
Issued 12/03/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/30/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 05/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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