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Jason Margeson

Bankers Life Advisory Services, Inc.

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About Jason Margeson

Jason Margeson is an investment advisor representative at Bankers Life Advisory Services, Inc. Jason has been in the industry since 2015 and has experience in insurance, sales, and marketing. Jason is a registered representative with Bankers Life & Casualty and KFA. Jason has a Series 63, Series 65, and Series 7TO licenses. Jason's specialties include financial planning, portfolio management for individuals, and educational seminars. Jason is dedicated to providing clients with the highest quality advice and service.

Firm Information

Jason Margeson is currently registered with Bankers Life Advisory Services, Inc.. Bankers Life Advisory Services, Inc. is a Chicago, IL-based investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning, educational seminars, and portfolio management for individuals and pension and profit-sharing plans. They also offer selection of other advisors and participate in wrap fee programs.
Bankers Life Advisory Services, Inc.

303 E. WACKER DRIVE

CHICAGO, IL 60601

$1.49B

Assets Under Management

Not reported

Total Clients

409

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Non-discretionary investment consulting services

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Jason Margeson’s Registration & Firm History

ME

01/13/2023 - Present

Bankers Life Advisory Services, Inc. (Scarborough ME)

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Licenses & Designations

IA

Issued 01/11/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/04/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/12/2024

Series 7TO - General Securities Representative Examination

BC

Issued 03/18/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/17/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jason Margeson. Review regulatory record here.
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