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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Folsom is a financial advisor with over 20 years of experience in the industry. Jason works with individuals, families, and businesses to develop comprehensive financial plans and provide investment advice. Jason holds a series of licenses and certifications, including the Series 7, 6, 63, 65, 24 and 51, and is a Certified Financial Planner and a Chartered Financial Consultant. Jason has been employed with Principal Securities, Inc. since 2010, previously working for Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Jason specializes in providing financial planning and investment advice to individuals, families, and businesses in Iowa, Illinois, and other states where Jason is licensed.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
03/06/2021 - Present
Principal Securities, Inc. (BETTENDORF IA)
IA
06/01/2009 - 05/13/2010
MORGAN STANLEY SMITH BARNEY (DAVENPORT IA)
IA
11/12/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DAVENPORT IA)
IL
03/20/2001 - 11/02/2007
COUNTRY CAPITAL MANAGEMENT COMPANY (ERIE IL)
IA
Issued 01/28/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2017
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/27/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/28/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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