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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 John Dudum is an Investment Advisor Representative for Kestra Advisory Services, LLC based in Lafayette, California. Jason has been working in the financial industry since 1998. He specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Jason holds the Series 6, 7, 63 and 65 licenses. He is also registered to provide investment advisory services in California 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.
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.
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2
CA
07/27/2023 - Present
Kestra Advisory Services, LLC (Lafayette CA)
CA
05/13/2016 - 11/21/2016
SIGNATOR INVESTORS, INC. (LAFAYETTE CA)
CA
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (LAFAYETTE CA)
CA
05/20/2004 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (LAFAYETTE CA)
CA
05/09/2003 - 05/19/2004
INTERLINK SECURITIES CORP. (WOODLAND HILLS CA)
IA
07/02/2002 - 05/01/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
05/03/1999 - 06/26/2002
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
08/20/1998 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 12/04/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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