Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Matthew Kirke is a financial advisor with over 20 years of experience in the industry. Jason has worked with LPL Financial LLC since February 2018 and has also held positions at Invest Financial Corporation, 1717 Capital Management Company, and Waddell & Reed, Inc. Jason is registered in Colorado, Florida, Illinois, Iowa, Kansas, Missouri, Nebraska, and Texas. Jason holds Series 6, 7, 63, and 65 licenses, as well as the SIE designation. Jason has been a Certified Financial Planner since 2000. He offers a range of services including financial planning, portfolio management, and consulting. Jason’s clients include individuals, families, businesses, and charitable organizations.
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
IA
02/14/2018 - Present
LPL Financial LLC (WEST DES MOINES IA)
IA
11/11/2005 - 02/14/2018
INVEST FINANCIAL CORPORATION (WEST DES MOINES IA)
DE
09/16/2003 - 11/29/2005
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
KS
07/11/2000 - 09/04/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 08/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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