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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 Kimber is a Registered Representative and Investment Advisor Representative. Jason has been in the financial services industry since September 22, 2013 and is currently registered with J. W. Cole Advisors, Inc. and has previous experience with Allegis Investment Services, LLC and Summit Brokerage Services, Inc.. Jason holds a Series 6, Series 63, and Series 65 license and also holds a SIE license. Jason is licensed in 14 states. Jason specializes in providing financial planning, portfolio management for businesses and individuals, education seminars, and selection of other advisors. Jason is based out of the Logan, UT office. Jason currently provides advisory services to high net worth individuals, individuals other than high net worth, corporations or other businesses, and pension and profit-sharing plans. The J. W. Cole Advisors, Inc. has over 5.73 Billion dollars in regulatory assets under management.
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.
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 consulting
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.
1
2
UT
11/24/2020 - Present
J. W. Cole Advisors, Inc. (Logan UT)
UT
07/01/2014 - 05/08/2018
ALLEGIS INVESTMENT SERVICES, LLC (Clearfield UT)
UT
09/23/2013 - 07/02/2014
SUMMIT BROKERAGE SERVICES, INC. (CLEARFIELD UT)
IA
Issued 11/18/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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