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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 Robinson is a financial advisor with Vanguard Advisers, Inc. Jason has over 18 years of experience in the financial services industry. He is a registered representative and investment advisor representative, holding Series 7, 9, 10, 24, 51, 63 and 65 licenses. Jason has also earned the SIE designation. Jason is a FINRA arbitrator. Jason has worked for a number of other firms including Morgan Stanley, USAA, and Newbridge Securities. Jason focuses on providing financial planning, portfolio management, and selection of other advisors for individual and business clients. Jason is licensed to provide financial advice in a number of states including Arizona and Texas. He is also registered with FINRA and the SEC. Jason Robinson is committed to helping his clients achieve their financial goals.
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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AZ
12/11/2024 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
AZ
05/11/2022 - 08/11/2023
MORGAN STANLEY (Tempe AZ)
AZ
10/03/2019 - 06/22/2020
USAA INVESTMENT SERVICES COMPANY (Phoenix AZ)
AZ
08/31/2007 - 06/18/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
12/14/2005 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
FL
04/13/2005 - 11/30/2005
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
IA
Issued 08/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/01/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/18/2014
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/16/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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