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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 Cooke is a financial advisor registered in California and Texas, specializing in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Jason is a Certified Financial Planner™ and holds a Series 7 and Series 63 license. Jason has been in the financial services industry since 1997 and is currently employed by Edelman Financial Engines. Previous employment includes Royal Alliance Associates, Inc. Jason has extensive experience working with individuals, high-net-worth individuals, businesses, and charitable organizations. Jason's firm provides a variety of advisory services, including financial planning, portfolio management, educational seminars, and publication of periodicals.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
CA
09/26/2022 - Present
Edelman Financial Engines (DANVILLE CA)
AZ
02/13/1997 - 09/13/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 09/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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