Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Ziebka is a financial advisor with over 20 years of experience in the industry. Jason is currently registered with Goldman Sachs & Co. LLC. Jason has previously worked for Columbia Management Investment Distributors, Inc., Riversource Distributors, Inc., Ameriprise Financial Services, Inc., IDS Life Insurance Company, A I M Distributors, Inc., Evergreen Investment Services, Inc., Kemper Distributors, Inc., FBS Investment Services, Inc., and Nike Securities L.P. Jason holds the Series 6, 7, 63 and 66 licenses. Jason specializes in a range of financial services including portfolio management, financial planning, and investment advice.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
1
2
IL
01/23/2018 - Present
Goldman Sachs & Co. LLC (CHICAGO IL)
MN
01/02/2009 - 01/09/2018
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
01/01/2007 - 01/02/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
08/04/2004 - 01/01/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/04/2004 - 12/31/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
TX
02/21/2001 - 06/14/2004
A I M DISTRIBUTORS, INC. (HOUSTON TX)
NC
01/30/2001 - 02/20/2001
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
IL
04/14/1999 - 09/05/2000
KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
MN
05/07/1996 - 04/02/1997
FBS INVESTMENT SERVICES, INC. (SAINT PAUL MN)
IL
05/10/1995 - 05/11/1995
NIKE SECURITIES L.P. (WHEATON IL)
BOTH
Issued 10/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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