Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Lee Renner is a financial professional with over 12 years of experience in the industry. Jason is currently registered as an Investment Advisor Representative with Rossby Financial, LLC. Previously, Jason was a registered representative with Cambridge Investment Research, Inc. and HD Vest Investment Services. Jason has a broad range of experience and expertise in various areas, including Financial Planning, Portfolio Management, and Pension Consulting. Jason holds the Series 6, 7, 63, and 65 securities licenses and the SIE exam. He is also licensed in life insurance. Jason provides a variety of advisory services to individuals, families, and businesses, including portfolio management, financial planning, and pension consulting.
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.
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.
Family office services
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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GA
12/13/2023 - Present
Rossby Financial, LLC (Augusta GA)
GA
02/17/2016 - 12/11/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Augusta GA)
GA
11/22/2011 - 02/26/2016
HD VEST INVESTMENT SERVICES (AUGUSTA GA)
IA
Issued 05/02/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/19/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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