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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 Pott is a registered investment advisor representative and financial advisor in Omaha, Nebraska. Jason is a financial advisor in the Omaha office of Wealthplan Partners. He has been in the financial services industry since 2008 and holds Series 6, 63, and 65 securities licenses and the SIE exam. Jason's prior experience includes positions with Securities America, Inc., and National Planning Corporation. Jason is a member of the Wealthplan Partners team, and his expertise is in providing financial planning, portfolio management, and pension consulting. He is a registered representative with Securities America, Inc. and serves clients nationwide. Jason specializes in working with high-net-worth individuals, individuals other than high-net-worth, corporations, and charitable organizations.
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.
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.
1
2
NE
01/08/2020 - Present
Wealthplan Partners (OMAHA NE)
CO
12/14/2017 - 06/14/2024
SECURITIES AMERICA, INC. (WESTMINSTER CO)
CO
08/01/2017 - 11/02/2017
NATIONAL PLANNING CORPORATION (LOUISVILLE CO)
CO
11/21/2008 - 05/22/2017
COUNTRY CAPITAL MANAGEMENT COMPANY (Lafayette CO)
IA
Issued 01/22/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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