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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 Michael Richart is a financial advisor currently registered with LPL Financial LLC. Jason has been in the financial services industry since September 13, 2005 and has held previous registrations with EDWARD JONES. Jason is licensed in multiple states, including California, Arizona, Arkansas, Colorado, Idaho, Minnesota, New Jersey, Oregon, South Carolina, Texas, Utah and Washington. Jason is also a Registered Representative (RA) with FINRA. Jason holds both Series 7 and Series 66 licenses and has earned the SIE designation. Jason's office is located in Redding, California at 1388 COURT ST STE D2, 96001. Jason is also registered as an Investment Advisor Representative (IAR) with LPL Financial LLC in California.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
04/18/2011 - Present
LPL Financial LLC (REDDING CA)
CA
09/13/2005 - 04/18/2011
EDWARD JONES (REDDING CA)
BOTH
Issued 05/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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