Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Lynn Adams is an investment advisor representative registered with Steward Partners Investment Advisory, LLC. Jason has been in the industry since 2004, and has experience working at several other firms including Raymond James Financial Services, Inc., Morgan Stanley and Merrill Lynch. Jason has Series 7, Series 31, and SIE securities licenses. Jason is registered to offer investment advisory services in Louisiana and Texas.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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LA
04/16/2021 - Present
Steward Partners Investment Advisory, LLC (Shreveport LA)
LA
04/16/2021 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Shreveport LA)
LA
06/01/2009 - 05/11/2021
MORGAN STANLEY (SHREVEPORT LA)
LA
03/27/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SHREVEPORT LA)
LA
07/13/2005 - 03/31/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHREVEPORT LA)
MO
04/16/2004 - 06/02/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 4/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/13/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 4/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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