Unclaimed
Jason Rennecker is a financial advisor registered with U.S. Bancorp Investments, Inc. Jason has been in the securities industry since 2010. Jason is licensed to offer investment advisory services in Arizona, Colorado, Illinois, and Montana. Jason offers a variety of financial planning services, including portfolio management for individuals and businesses. Jason also provides educational seminars and publications related to investing.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MT
05/03/2022 - Present
U.s. Bancorp Investments, Inc. (Havre MT)
CO
03/12/2019 - 04/06/2022
PRUCO SECURITIES, LLC. (Brighton CO)
CO
04/20/2015 - 03/05/2019
CUSO FINANCIAL SERVICES, L.P. (LOUISVILLE CO)
CO
10/01/2012 - 08/07/2014
J.P. MORGAN SECURITIES LLC (NORTHGLENN CO)
CO
04/13/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NORTHGLENN CO)
CO
02/04/2009 - 02/01/2011
EDWARD JONES (THORNTON CO)
BOTH
Issued 02/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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