Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason March Coffield is an active financial advisor with Edward Jones. Jason has been in the industry since 2002, and holds multiple licenses including Series 63, Series 66, and Series 7. Jason has worked for several firms including A.G. Edwards & Sons, Inc., Edward Jones, and LPL Financial, LLC. Jason's experience and dedication to his clients make him a valuable resource for their financial needs.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
LA
08/02/2021 - Present
Edward Jones (SHREVEPORT LA)
LA
12/15/2014 - 08/19/2021
LPL FINANCIAL LLC (SHREVEPORT LA)
LA
04/22/2005 - 12/17/2014
EDWARD JONES (SHREVEPORT LA)
MO
04/12/2002 - 04/22/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 04/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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