Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Lockwood is a registered representative with J.p. Morgan Securities LLC and is licensed in Oregon. Jason has been in the financial services industry since September 28, 2023. Jason holds Series 63, SIE and Series 6TO licenses and has specialized in various areas including: mutual funds, variable annuities, life insurance, fixed annuities, and retirement planning.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
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2
OR
09/29/2023 - Present
J.p. Morgan Securities LLC (WEST LINN OR)
BC
Issued 11/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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