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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 Hooz is a financial advisor with over 38 years of experience in the industry. Jason has a wide range of experience serving clients in various areas. He has held Series 6, 7, 22, and 63 licenses and the SIE designation. Jason has been registered with Eagle Strategies LLC since 2003 and is registered in 53 states as both a broker and an investment advisor. Jason is also a Chartered Financial Consultant. He is based in Cupertino, California, and works with a variety of clients including high-net-worth individuals, charitable organizations, corporations, and individuals other than high-net-worth. He offers financial planning, portfolio management, and pension consulting. Jason is committed to providing his clients with personalized service and helping them achieve their financial goals.
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.
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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CA
05/14/2003 - Present
Eagle Strategies LLC (CUPERTINO CA)
BC
Issued 7/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/14/2001
Series 7 - General Securities Representative Examination
BC
Issued 7/18/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 7/14/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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