Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Soukup is a financial advisor at Stifel, Nicolaus & Company, Inc. located in Sioux Falls, SD. Jason has been in the financial industry for over 10 years and has a strong background in providing financial advice to a range of clients, including individuals, families, and businesses. Jason is dedicated to helping clients achieve their financial goals through comprehensive financial planning, investment management, and retirement planning services. Jason is registered with the state of South Dakota, Texas and holds FINRA Series 66, Series 7TO and SIE licenses. Jason holds a number of other positions including Treasurer for Lifescape, a non-profit organization that provides services to disabled individuals. Jason is committed to providing exceptional service to all of his clients and is passionate about helping them succeed financially.
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
SD
01/17/2023 - Present
Stifel, Nicolaus & Company, Inc. (SIOUX FALLS SD)
BOTH
Issued 01/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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