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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 Rhodes is an investment advisor representative at Cetera Investment Advisers LLC with over 18 years of experience in the financial industry. Jason is licensed to provide investment advisory services in Arizona and Texas. Jason has previously worked at Royal Alliance Associates, Inc., Hornor, Townsend & Kent, LLC, and Foresters Financial Services, Inc. Jason holds the Series 6, 7, 24, 26, 51 and 63 securities licenses as well as the Series 65 investment advisor license. Jason's primary focus is providing financial planning, portfolio management, and pension consulting services to individuals, businesses, 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.
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.
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AZ
03/06/2023 - Present
Cetera Investment Advisers LLC (PHOENIX AZ)
WA
10/30/2020 - 11/22/2022
ROYAL ALLIANCE ASSOCIATES, INC. (BELLEVUE WA)
AZ
08/27/2018 - 11/02/2020
HORNOR, TOWNSEND & KENT, LLC (SCOTTSDALE AZ)
WA
07/26/2004 - 08/08/2018
FORESTERS FINANCIAL SERVICES, INC. (RENTON WA)
IA
Issued 03/04/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2014
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/14/2014
Series 24 - General Securities Principal Examination
BC
Issued 09/07/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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