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Jason Oliver Downs

Valmark Securities, Inc.

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About Jason Oliver Downs

Jason Oliver Downs is a registered representative with Valmark Securities, Inc. Jason has been in the securities industry for over 8 years, with his experience beginning in October 2014. Jason is licensed to sell securities in 14 states across the US. Jason is also registered with FINRA as a General Securities Representative. He holds Series 7TO, Series 63 and SIE licenses. Jason is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Jason Downs is currently registered with Valmark Securities, Inc.. Valmark Securities, Inc. is a Corporation that was formed on December 8, 1992. It is registered in 51 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

111

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jason Downs’s Registration & Firm History

IN

07/29/2021 - Present

Valmark Securities, Inc. (TERRE HAUTE IN)

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Licenses & Designations

BC

Issued 06/22/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/23/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/28/2021

Series 7TO - General Securities Representative Examination

BC

Issued 04/13/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jason Oliver Downs. Review regulatory record here.
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