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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 Budrick is an Investment Advisor Representative at Sequoia Financial Group, LLC. Jason has been in the financial services industry since 2001 and has a strong background in providing investment advice to individuals and families. Jason is a Certified Financial Planner™ and holds the Series 63 and 66 licenses. Jason's expertise lies in helping clients achieve their financial goals through personalized financial planning and portfolio management. Jason is also a registered Investment Advisor Representative in Michigan and Texas.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MI
10/11/2023 - Present
Sequoia Financial Group, LLC (Troy MI)
MI
02/16/2011 - 10/21/2011
PNC INVESTMENTS (FARMINGTON HILLS MI)
MI
09/05/2007 - 11/11/2008
CHARLES SCHWAB & CO., INC. (TROY MI)
MI
04/07/2006 - 09/04/2007
E*TRADE SECURITIES LLC (FARMINGTON MI)
NE
04/15/2003 - 02/01/2006
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
RI
12/13/2001 - 03/31/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 03/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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