Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Tajima is a financial advisor with LPL Financial LLC, a well-established firm with over $50 billion in assets under management. Jason has been in the financial services industry since 2008. He has a Series 7, Series 24 and Series 66 license, reflecting his expertise in securities and investment advisory services. His prior experience includes working at BancWest Investment Services, Inc., and Wells Fargo Advisors LLC. Jason is registered with the state of California as both a broker and an investment advisor representative. His expertise is focused on providing individuals, families and businesses with financial planning, portfolio management, and investment consulting. Jason is also a Market Leader, SVP with BMO Bank NA.
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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2
CA
07/19/2023 - Present
LPL Financial LLC (NEWPORT BEACH CA)
CA
01/22/2019 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (NEWPORT BEACH CA)
CA
01/03/2011 - 01/22/2019
WELLS FARGO CLEARING SERVICES, LLC (IRVINE CA)
CA
09/09/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (IRVINE CA)
BOTH
Issued 09/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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