Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Joseph Klauk is a Registered Representative and Investment Adviser Representative associated with Leavell Investment Management, Inc. based in Birmingham, Alabama. Jason has been working in the industry since 2013. Jason holds Series 63 and 65 licenses and is registered in Alabama. Jason specializes in providing portfolio management services for individuals, businesses, and investment companies. Jason also provides financial planning and pension consulting services.
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.
Strategic management for diversified investment portfolios.
Education to participants of consulting and advised retirement plans
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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AL
09/11/2024 - Present
Leavell Investment Management, Inc. (Birmingham AL)
Active
Inactive
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