Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Blackwell is a financial advisor who has been working in the industry for over a decade. Jason Blackwell currently works for The Colony Group, LLC, a firm that provides financial planning and wealth management services to high-net-worth individuals, families, and institutions. The Colony Group, LLC has a team of experienced advisors who can help with a wide range of financial needs, including retirement planning, investment management, estate planning, and insurance. Jason Blackwell is also a Certified Financial Planner.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
GA
10/03/2022 - Present
THE Colony Group, LLC (Sandy Springs GA)
GA
11/03/2010 - 07/15/2011
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
07/01/2009 - 10/29/2010
TRIAD ADVISORS, INC. (ATLANTA GA)
GA
08/29/2008 - 07/01/2009
SECURITIES AMERICA, INC. (ATLANTA GA)
GA
07/25/2006 - 08/04/2008
EDWARD JONES (ATLANTA GA)
BOTH
Issued 04/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jason Blackwell is the right advisor for you? Invested Better is here to help.
