Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Merana Ison is a financial professional with over 25 years of experience in the industry. Jason is currently registered with Charles Schwab & Co., Inc. and TD Ameritrade Clearing, Inc. Jason has been a Registered Representative and Investment Advisor Representative for over 25 years and has extensive experience in providing financial services to individuals, corporations, and other institutions. Jason holds several licenses and certifications including Series 7, 8, 9, 10, 24, 63 and 4.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
04/25/2023 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CA
03/31/2006 - 05/19/2024
TD AMERITRADE, INC. (SAN DIEGO CA)
NE
08/26/1996 - 02/15/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
CO
02/23/1996 - 03/06/1996
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BC
Issued 01/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/14/2020
Series 4 - Registered Options Principal Examination
BC
Issued 08/20/2012
Series 24 - General Securities Principal Examination
BC
Issued 03/15/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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