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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 McCaleb is a financial advisor with Sharpepoint, LLC, a registered investment advisor based in Phoenix, Arizona. Jason specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. Jason also has experience in real estate rental and financial consulting. He is a Certified Financial Planner and holds the Series 7, Series 31, and Series 66 licenses. Jason has been in the financial services industry since 2000. Prior to joining Sharpepoint, LLC, Jason worked at LPL Financial, LLC and Waddell & Reed, Inc. Jason's previous registration dates go back as far as 2000.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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AZ
05/07/2018 - Present
Sharpepoint, LLC (PHOENIX AZ)
AZ
07/23/2013 - 05/08/2018
LPL FINANCIAL LLC (PINETOP AZ)
AZ
10/07/2011 - 07/29/2013
WADDELL & REED, INC. (SCOTTSDALE AZ)
AZ
09/09/2002 - 10/10/2011
EDWARD JONES (LAKESIDE AZ)
NY
09/18/2000 - 06/27/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/04/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 09/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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