Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Henley is a financial advisor with over 20 years of experience in the industry. Jason is currently registered with MFS Fund Distributors, Inc. and is licensed to provide investment advice in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. Jason holds FINRA Series 7 and 66 licenses, as well as the SIE. Prior to joining MFS Fund Distributors, Inc., Jason worked at USAA Investment Management Company, Piper Jaffray & Co., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
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AZ
08/07/2006 - Present
MFS Fund Distributors, Inc. (PHOENIX AZ)
AZ
06/04/2004 - 07/12/2006
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
MN
08/11/2003 - 05/24/2004
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
NY
11/14/2002 - 08/22/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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