Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Lewis is a financial advisor with CUSO Financial Services, LP. Jason has been in the financial industry since 2007. Jason is a registered representative in California and Utah and has a wide range of experience in the financial industry.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
01/24/2020 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
UT
06/01/2009 - 11/19/2018
MORGAN STANLEY (SOUTH JORDAN UT)
UT
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SOUTH JORDAN UT)
UT
12/01/2006 - 04/02/2007
MORGAN STANLEY DW INC. (WEST VALLEY CITY UT)
UT
07/31/2006 - 10/25/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MIDVALE UT)
BOTH
Issued 06/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2024
Series 24 - General Securities Principal Examination
BC
Issued 07/20/2011
Series 4 - Registered Options Principal Examination
BC
Issued 08/05/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/30/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 07/29/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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