Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Jeffrey Allen is a financial advisor with over 20 years of experience in the industry. Jason currently works with Avantax Advisory Services. Previously, Jason worked with 1ST GLOBAL CAPITAL CORP., CLARK SECURITIES, INC., and AMERITRADE. Jason is registered in all 50 states and has a Series 63, Series 7, Series 24 and SIE. Jason holds the Certified Financial Planner designation. Jason provides financial planning, pension consulting, portfolio management, and educational seminars.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/25/2019 - Present
Avantax Advisory Services (Dallas TX)
TX
09/21/2007 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
01/02/2003 - 09/06/2007
CLARK SECURITIES, INC. (DALLAS TX)
NE
03/31/2000 - 01/23/2001
AMERITRADE (BELLEVUE NE)
BC
Issued 04/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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