Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Van valkenburg is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Jason has been in the industry since November 2011 and holds the Series 7, Series 66, and SIE licenses. Jason is registered to provide investment advice in Arkansas, Florida, Georgia, Kansas, Kentucky, Louisiana, Minnesota, Missouri, New Jersey, New York, Oklahoma, Pennsylvania, Texas, and Wisconsin. Jason is also registered to provide investment advice in Oklahoma and Texas. In addition to his work with Cambridge Investment Research Advisors, Inc., Jason is also the owner of Legacy Insurance Advisors, Legacy Risk Management, Legacy Tribal Services, The Legacy Way, VSAWP, Legacy Realty Advisors, Legacy Wealth Management, and Legacy Healthcare Services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OK
05/14/2024 - Present
Cambridge Investment Research Advisors, Inc. (Tulsa OK)
OK
01/19/2024 - 05/16/2024
OSAIC WEALTH, INC. (TULSA OK)
OK
11/18/2011 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (TULSA OK)
BOTH
Issued 11/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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