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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 Peters is a financial advisor with Commonwealth Financial Network, a firm headquartered in Waltham, Massachusetts. Jason has been working in the financial services industry since 2000. Jason's experience includes previous roles with LPL FINANCIAL LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jason has Series 6, 7, 31, 63, and 66 licenses and a SIE designation. Jason also holds the Certified Financial Planner designation. Jason is registered in Arizona, California, Colorado, Idaho, Missouri, Oregon, Pennsylvania, Texas, Utah and Washington. Jason can provide financial planning services, 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
OR
02/13/2015 - Present
Commonwealth Financial Network (Medford OR)
OR
03/04/2005 - 02/23/2015
LPL FINANCIAL LLC (MEDFORD OR)
NY
08/23/2002 - 02/24/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
09/05/2000 - 03/07/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 08/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/22/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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