Unclaimed
Jason Keefer is a financial advisor with Clarendon Insurance Agency, Inc. based in Zionsville, IN. Jason has been in the financial services industry since 2009. Jason is registered to sell securities in Indiana. Jason has passed the Series 6, Series 26, Series 63, and SIE exams. Jason's previous employers include NORTHERN LIGHTS DISTRIBUTORS, LLC and JACKSON NATIONAL LIFE DISTRIBUTORS LLC.
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.
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.
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2
IN
04/12/2024 - Present
Clarendon Insurance Agency, Inc. (Zionsville IN)
NE
08/05/2022 - 10/19/2023
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
TN
05/12/2008 - 04/20/2022
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
BC
Issued 02/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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