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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 Brangers is an investment advisor representative at Cerity Partners LLC. Jason has been in the industry since 1996, having previously held roles with a number of other firms. Jason is a licensed investment advisor in the state of Kentucky. Jason specializes in working with high-net-worth individuals, corporations and other businesses, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. Cerity Partners LLC offers a range of financial planning and investment advisory services, including portfolio management for individuals and businesses, as well as pension consulting and selection of other advisors.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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KY
01/08/2025 - Present
Cerity Partners LLC (Louisville KY)
KY
07/30/2007 - 05/31/2013
NATIONAL PLANNING CORPORATION (LOUISVILLE KY)
TX
01/07/2002 - 10/10/2005
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
GA
05/04/2001 - 12/21/2001
WMA SECURITIES, INC. (DULUTH GA)
TX
01/31/2000 - 05/11/2001
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IL
06/14/1999 - 12/31/1999
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
OH
04/09/1997 - 06/12/1998
TOWER EQUITIES, INC. (DAYTON OH)
KS
10/09/1996 - 04/14/1997
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 09/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/08/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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