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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 Lee Buck is an investment advisor representative at The Colony Group, LLC. Jason has been in the financial services industry since 1999. Jason holds Series 7, 9, 10, 63, and 66 licenses. Jason has worked with InterOcean Capital Group, LLC and CHARLES SCHWAB & CO., INC. Jason is a CERTIFIED FINANCIAL PLANNER™. Jason specializes in retirement planning, financial planning, investment management, and estate planning. Jason serves individuals and families in the areas of Chicago, Boston, Fishers, and Indianapolis.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
IN
05/17/2024 - Present
THE Colony Group, LLC (Fishers IN)
IN
02/23/2000 - 04/22/2016
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
BOTH
Issued 09/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/07/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/22/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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