Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason L Christo is a financial advisor with over 20 years of experience in the industry. Jason holds a Series 7, 26, 63 and 65 license, as well as a Certified Financial Planner designation. Jason is currently employed with Osaic Wealth, Inc. in OMAHA, NE. Prior to joining Osaic Wealth, Inc., Jason worked at Securities America, Inc., MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Jason provides investment advisory services to clients and is registered in 20 states across the country.
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.
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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NE
06/14/2024 - Present
Osaic Wealth, Inc. (OMAHA NE)
NE
07/22/2016 - 06/14/2024
SECURITIES AMERICA, INC. (OMAHA NE)
NE
12/09/2003 - 07/27/2016
MSI FINANCIAL SERVICES, INC. (OMAHA NE)
NE
12/09/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (OMAHA NE)
MO
06/19/2001 - 11/25/2003
EDWARD JONES (ST. LOUIS MO)
IA
Issued 11/22/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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