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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 Costner is a financial advisor with Avantax Advisory Services. Jason has been in the financial industry since May 18, 2003. Jason has a Series 7, Series 66, and SIE. Avantax Advisory Services is a financial advisory firm that provides financial planning, portfolio management, and other services. The firm has offices in Dallas, Texas, and Timonium, Maryland. The firm has over 2,400 employees and manages over $41 billion in assets. Jason is a registered representative of Avantax Advisory Services, and a registered investment advisor in Maryland.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MD
10/25/2019 - Present
Avantax Advisory Services (TIMONIUM MD)
MD
02/07/2013 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (TIMONIUM MD)
MD
01/03/2012 - 02/08/2013
FSC SECURITIES CORPORATION (BALTIMORE MD)
MD
05/19/2003 - 01/17/2012
AMERIPRISE FINANCIAL SERVICES, INC. (HUNT VALLEY MD)
MN
05/19/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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