Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Minard is a financial advisor with Tweedy, Browne Co. LLC. Jason has been in the financial industry since 1996. Jason has licenses in 53 states, the District of Columbia and Puerto Rico. Jason has passed the Series 63, Series 65, Series 24, Series 7, and SIE exams. Jason is a Certified Financial Planner.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
CT
10/09/2014 - Present
Tweedy, Browne Co. LLC (STAMFORD CT)
CT
02/19/1999 - 10/06/2014
TWEEDY, BROWNE COMPANY LLC (STAMFORD CT)
NY
08/20/1996 - 01/22/1999
COUNSELLORS SECURITIES INC. (NEW YORK NY)
BC
Issued 09/09/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/27/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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