Unclaimed
Jason M. Hall is a Registered Investment Advisor with Donaldson Capital Management LLC. Jason has been in the industry since July 2008. He is licensed in Indiana. Jason's experience includes positions at TD Ameritrade, Inc., 4G Financial, Inc. and J.P. Turner & Company, L.L.C. Jason has passed the Series 63, Series 66, Series 7 and SIE exams. Jason specializes in Portfolio Management for individuals and businesses, and also provides financial planning and pension consulting services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio and investment consultation 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.
A percentage of the total value of assets under management is charged.
A percentage of fees under management
1
2
IN
12/08/2014 - Present
Donaldson Capital Management LLC (EVANSVILLE IN)
GA
10/25/2010 - 10/23/2014
TD AMERITRADE, INC. (ALPHARETTA GA)
TX
01/05/2010 - 06/03/2010
4G FINANCIAL, INC. (DALLAS TX)
GA
07/17/2008 - 06/17/2009
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
BOTH
Issued 11/05/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2014
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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