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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Matthew Sechrist is a financial advisor at Cambridge Investment Research Advisors, Inc. based in North Andover, Massachusetts. Jason has been in the financial industry since 2009 and holds Series 6, 7, 63, and 65 licenses. Jason is also a Certified Financial Planner. Jason has experience working at John Hancock Investment Management Distributors LLC and Cambridge Investment Research, Inc. in the past. Jason has a strong focus on financial planning, portfolio management, and retirement planning.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MA
02/20/2020 - Present
Cambridge Investment Research Advisors, Inc. (North Andover MA)
MA
03/05/2010 - 10/22/2019
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC (BOSTON MA)
MA
12/02/2009 - 03/26/2010
CAMBRIDGE INVESTMENT RESEARCH, INC. (NORTH ANDOVER MA)
MA
07/21/2008 - 03/18/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WALTHAM MA)
IA
Issued 01/27/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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