Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Kokaly is a financial advisor with over 12 years of experience in the industry. Jason currently works at Ameriprise Financial Services, LLC and is registered with the state of Michigan and Texas. Jason has a wide range of experience in the financial industry and is able to provide a variety of services to individuals and businesses. Jason has worked at other firms in the past including Edward Jones and Chase Investment Services Corp. Jason is a dedicated and knowledgeable financial advisor who 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.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
MI
06/12/2023 - Present
Ameriprise Financial Services, LLC (Flint MI)
MI
11/25/2015 - 06/12/2023
EDWARD JONES (GRAND BLANC MI)
MI
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (STERLING HEIGHTS MI)
MI
01/28/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (STERLING HEIGHTS MI)
BOTH
Issued 11/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/27/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jason Kokaly is the right advisor for you? Invested Better is here to help.
