Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Jones is a financial advisor with Edward Jones. Jason has been a financial advisor for over five years. Jason has experience with LPL Financial LLC, ONEAMERICA SECURITIES, INC., Northwestern Mutual Investment Services, LLC and Merrill Lynch. Jason holds Series 63, 65, 7TO and SIE licenses and works with individuals, businesses, pension and profit sharing plans, insurance companies, high-net-worth individuals, charitable organizations, investment clubs and limited liability companies. Jason's main office is located in Chicago, IL.
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.
See schedule d - miscellaneous
1
2
IL
07/26/2024 - Present
Edward Jones (CHICAGO IL)
IL
04/05/2022 - 07/12/2024
LPL FINANCIAL LLC (CHICAGO IL)
IL
05/28/2021 - 03/28/2022
ONEAMERICA SECURITIES, INC. (Lisle IL)
IL
10/14/2020 - 05/18/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Rosemont IL)
IL
05/29/2019 - 09/17/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DEER PARK IL)
BC
Issued 06/17/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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