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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 Walters is a financial advisor with Cary Street Partners. Jason Walters has been in the financial services industry since 2010. Jason Walters has experience in financial planning, portfolio management, and pension consulting. Jason Walters holds the Series 6, 7, and 66 licenses, as well as the SIE exam. Jason Walters is registered to provide investment advisory services in Alabama, California, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Massachusetts, Mississippi, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Washington.
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.
A percentage of the total value of assets under management is charged.
Revenue sharing with certain third parties
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2
FL
06/20/2024 - Present
Cary Street Partners (Tampa FL)
FL
02/17/2021 - 07/02/2024
TRUIST INVESTMENT SERVICES, INC. (TAMPA FL)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
11/06/2013 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CLEARWATER FL)
VA
10/06/2010 - 11/11/2011
COLORADO FINANCIAL SERVICE CORPORATION (LYNCHBURG VA)
FL
07/12/2010 - 10/07/2010
AMERICAN CLASSIC SECURITIES, INC. (PONTE VEDRA FL)
VA
01/15/2008 - 04/13/2010
WELLS FARGO ADVISORS, LLC (LYNCHBURG VA)
BOTH
Issued 12/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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