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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 Lillmars is an investment advisor representative with Avantax Advisory Services. Jason is a Certified Financial Planner and has been in the financial industry since 2007. Jason has experience working with high-net-worth individuals, corporations, and pension plans. Jason specializes in financial planning, portfolio management, and pension consulting. Jason has a Series 7, Series 63, and Series 66 license. Jason is also a member of the Strategic Accounting and Tax Solutions, LLC and Dez Group, LLC.
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
TX
10/25/2019 - Present
Avantax Advisory Services (IRVING TX)
MI
07/05/2019 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (Norton Shores MI)
MI
08/16/2007 - 12/31/2010
PRINCOR FINANCIAL SERVICES CORPORATION (NORTON SHORES MI)
BOTH
Issued 07/31/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/28/2019
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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