Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Johan Runung is a financial advisor with Commonwealth Financial Network. Jason has been working in the financial industry since 2006 and holds Series 63, 66, 7 and SIE licenses. Jason is registered in 28 states, including Alabama, Arizona, Arkansas, California, Colorado, Florida, Hawaii, Idaho, Illinois, Indiana, Iowa, Louisiana, Maryland, Massachusetts, Montana, Nebraska, Nevada, New Mexico, New York, North Carolina, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington and Wyoming. Jason is a part owner of Summit Wealth Group, Inc., a private entity established to facilitate securities, investment advisory, and insurance business, as well as owner of Runung, LLC, a private entity established for tax purposes. Jason provides financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and publication of periodicals.
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.
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.
1
2
CO
07/14/2017 - Present
Commonwealth Financial Network (Greenwood Village CO)
CO
08/07/2015 - 07/11/2017
SCOTTRADE, INC. (WESTMINSTER CO)
NM
12/12/2012 - 08/11/2014
STERNE AGEE FINANCIAL SERVICES, INC. (AZTEC NM)
NM
08/12/2008 - 11/01/2010
QA3 FINANCIAL CORP. (AZTEC NM)
NM
02/06/2008 - 05/27/2008
SECURITIES SERVICE NETWORK, INC. (AZTEC NM)
TX
12/14/2006 - 12/20/2007
AMERIPRISE FINANCIAL SERVICES, INC. (AUSTIN TX)
BOTH
Issued 04/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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