Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Cullen is a financial advisor with LPL Financial LLC in DANVILLE, KY. Jason has been in the financial industry since 2008. Jason has passed both the Series 7 and the Series 66 exams. Jason is also registered to offer investment advisory services. Prior to joining LPL Financial LLC, Jason worked at J.P. MORGAN SECURITIES LLC in LEXINGTON, KY and J.P. MORGAN SECURITIES INC. in NEWARK, DE. Jason is a member of the Boyle County Fiscal Court, a non-profit board member, and a pilot.
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.
Consulting and other non-discretionary advisory services
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.
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KY
08/08/2022 - Present
LPL Financial LLC (DANVILLE KY)
KY
10/01/2008 - 11/26/2010
J.P. MORGAN SECURITIES LLC (LEXINGTON KY)
DE
04/18/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEWARK DE)
BOTH
Issued 08/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/11/2022
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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