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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 Jude Daeger is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Clarksville, IN. Jason has been in the industry since 2005, and holds a Series 6, Series 7, Series 63 and Series 65 license. Jason has experience working with individuals, families, businesses, and corporations. He provides financial planning, portfolio management, investment advisory, and retirement planning services. In addition to being with Raymond James Financial Services Advisors, Inc., Jason is also an Officer - Vice President at Stock Yards Bank & Trust Company, a Financial Advisor at Stock Yards Financial Services, and assists clients with long term financial planning at Stock Yards Investment 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IN
02/23/2017 - Present
Raymond James Financial Services Advisors, Inc. (CLARKESVILLE IN)
IN
08/04/2005 - 07/17/2008
CHASE INVESTMENT SERVICES CORP. (CLARKSVILLE IN)
IA
Issued 01/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/03/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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