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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 Bright is a financial advisor who is registered with Capital Markets IQ, LLC. Jason is a Registered Representative and an Investment Adviser Representative. Jason is licensed in Alabama, Georgia, Utah and Virginia. Jason has 9 years of experience in the financial services industry. Jason has passed the Series 66, Series 7 and SIE exams. Jason is also a partner in Bed Head Rentals, a company that rents audio visual equipment. Jason also serves as a Board Member for Family Promise of GWIN, a non-profit organization. Jason has experience providing financial advice to individuals, corporations, charitable organizations, and pension and profit sharing plans.
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.
Business 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.
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TX
02/03/2025 - Present
Capital Markets IQ, LLC (ARLINGTON TX)
GA
08/24/2018 - 11/02/2022
THRIVENT INVESTMENT MANAGEMENT INC. (Lawrenceville GA)
BOTH
Issued 09/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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