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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 Sgrignoli is a financial advisor registered with Raymond James Financial Services Advisors, Inc.. Jason holds the following licenses: Series 6, Series 7, Series 9, Series 10, Series 63, and Series 65. Jason is also a registered Investment Advisor in California and Texas. Jason has over 20 years of experience in the financial services industry. In addition to being a financial advisor, Jason is also the CEO and President of Baseline Wealth Services, LLC. Jason's primary focus is on providing financial advice to individuals, high-net-worth individuals, corporations, and other 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
07/02/2014 - Present
Raymond James Financial Services Advisors, Inc. (UPLAND CA)
CA
06/01/2009 - 05/19/2010
MORGAN STANLEY SMITH BARNEY (CLARMONT CA)
CA
07/25/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CLARMONT CA)
CA
10/17/2001 - 09/28/2004
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
IA
Issued 09/30/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/19/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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