Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Michael Laux is a financial advisor with over 20 years of experience in the industry. Jason is registered with J. W. Cole Advisors, Inc., a firm with over 400 advisors and over $5 Billion in assets under management. Jason is also registered as an Investment Advisor Representative in Pennsylvania. Jason has experience working with high-net-worth individuals, corporations, and charitable organizations. Jason provides portfolio management, financial planning and educational seminars.
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.
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.
Hourly & fixed rate consulting
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.
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2
PA
04/17/2019 - Present
J. W. Cole Advisors, Inc. (WHITE OAK PA)
PA
07/01/2013 - 04/18/2019
G.F. INVESTMENT SERVICES, LLC (WHITE OAK PA)
PA
10/03/2011 - 06/21/2013
ALLIED BEACON PARTNERS, INC. (MCKEESPORT PA)
PA
07/05/2006 - 09/30/2011
WORKMAN SECURITIES CORPORATION (MCKEESPORT PA)
MN
02/14/2002 - 06/27/2006
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
IA
Issued 08/21/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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