Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Layland is a financial advisor with over 17 years of experience in the industry. Jason is registered to provide investment advice in 27 states and has been with Cambridge Investment Research Advisors, Inc. since November 2022. Prior to this role, Jason worked with Woodbury Financial Services, Inc. and Questar Capital Corporation. Jason has earned the Series 63, Series 66, Series 7 and Series 24 licenses and specializes in retirement planning, college planning, investment management and insurance. Jason is committed to providing personalized financial advice to help clients reach 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
11/16/2022 - Present
Cambridge Investment Research Advisors, Inc. (Rocklin CA)
CA
03/01/2019 - 11/16/2022
WOODBURY FINANCIAL SERVICES, INC. (CHESTER CA)
CA
08/22/2012 - 03/01/2019
QUESTAR CAPITAL CORPORATION (CHESTER CA)
CA
11/15/2010 - 08/28/2012
WOODBURY FINANCIAL SERVICES, INC. (ROSEVILLE CA)
CA
10/23/2009 - 11/17/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROSEVILLE CA)
CA
05/30/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SACRAMENTO CA)
CA
07/14/2005 - 06/03/2008
EDWARD JONES (DIXON CA)
NJ
06/07/2004 - 10/21/2004
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
BOTH
Issued 12/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/29/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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