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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 Tobias is a registered investment advisor representative with Eagle Strategies LLC in FRISCO, TX. Jason has been in the financial services industry since 2001 and has held previous roles with TIAA-CREF Individual & Institutional Services, LLC, NEW ENGLAND SECURITIES, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, CHASE INVESTMENT SERVICES CORP., CHARLES SCHWAB & CO., INC., WM FINANCIAL SERVICES, INC., and FIDELITY BROKERAGE SERVICES LLC. Jason holds the Series 7, Series 63, and Series 66 licenses. Jason is also currently registered as an investment advisor representative in Colorado, Oklahoma, South Dakota, and Texas. Jason specializes in providing financial planning, portfolio management, and educational seminars to individuals, corporations, and charitable organizations.
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.
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.
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2
TX
09/13/2013 - Present
Eagle Strategies LLC (FRISCO TX)
TX
05/05/2010 - 10/11/2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
NY
10/20/2009 - 04/29/2010
NEW ENGLAND SECURITIES (NEW YORK NY)
TX
09/15/2009 - 10/05/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
04/23/2007 - 02/03/2009
CHASE INVESTMENT SERVICES CORP. (ALLEN TX)
TX
01/30/2004 - 01/04/2007
CHARLES SCHWAB & CO., INC. (PLANO TX)
CA
01/03/2002 - 04/07/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
RI
04/16/2001 - 11/29/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 06/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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