Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Howard is a financial advisor with over 20 years of experience in the financial services industry. Jason is currently registered with LPL Financial LLC and Stratos Wealth Partners, Ltd. in Utah and Texas. Jason works with individuals, families, and businesses to help them achieve their financial goals. Jason is a Certified Financial Planner and has a deep understanding of financial planning, investment management, and retirement planning.
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.
Consulting and other non-discretionary advisory services
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.
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2
UT
06/01/2022 - Present
LPL Financial LLC (HOLLADAY UT)
UT
01/03/2011 - 02/24/2022
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
UT
07/29/2002 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
BOTH
Issued 08/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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