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 Snow is a financial advisor with LPL Financial LLC. Jason has been in the financial industry since April 4, 2000. Jason holds Series 6, 7, 26, 63, and 65 licenses. Jason has held prior positions at Northwestern Mutual Investment Services, LLC, American Funds Distributors, Inc., MFS Fund Distributors, Inc., BANC of America Investment Services, Inc., Columbia Management Distributors, Inc., BACAP Distributors, LLC, Stephens Inc., Scudder Weisel Capital, LLC, and Fidelity Investments Institutional Services Company, Inc. Jason is registered in California, Florida, Georgia, Idaho, Nevada, and New York. Jason's firm, LPL Financial LLC, is a registered investment advisor with more than $50 billion in assets under management. LPL Financial LLC provides financial planning, portfolio management, and other services to individuals, corporations, and institutions.
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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2
CA
01/08/2025 - Present
LPL Financial LLC (CARLSBAD CA)
CA
06/07/2019 - 08/09/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LA JOLLA CA)
CA
01/29/2013 - 09/28/2018
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
MA
03/20/2007 - 12/11/2012
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
CA
01/10/2006 - 03/07/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (LOS ANGELES CA)
MA
08/20/2005 - 11/28/2005
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
NC
01/01/2003 - 08/20/2005
BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)
AR
05/09/2001 - 01/01/2003
STEPHENS INC. (LITTLE ROCK AR)
CA
01/02/2001 - 04/30/2001
SCUDDER WEISEL CAPITAL, LLC (SAN FRANCISCO CA)
RI
02/11/1999 - 12/21/2000
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 06/05/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/10/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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