Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Yamamoto is a financial advisor with Independent Financial Group, LLC based in Torrance, California. Jason has been in the financial services industry since 2004. Jason holds multiple licenses including Series 6, 7, 24 and 63 and is also a Certified Financial Planner™. Jason has experience working with a wide range of clients, including individuals, families, businesses, and retirement plans.
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.
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.
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
CA
04/18/2016 - Present
Independent Financial Group, LLC (TORRANCE CA)
CA
05/03/2010 - 05/02/2016
AMERICAN CAPITAL PARTNERS, LLC (TORRANCE CA)
CA
09/27/2004 - 05/03/2010
SCF SECURITIES, INC. (TORRANCE CA)
NY
04/13/2010 - 04/14/2010
AMERICAN CAPITAL PARTNERS, LLC (HAUPPAUGE NY)
GA
02/13/2004 - 09/28/2004
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 06/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/12/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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