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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 Bressler is a financial advisor with over 28 years of experience in the industry. Jason currently holds the position of Investment Advisor Representative at Osaic Wealth, Inc. Jason is a registered investment advisor representative in Minnesota and Texas, and holds a Series 7, Series 63, Series 24, Series 52TO, Series 53, and Series 65. Jason has experience working with various client types including high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. Jason is a member of the FINRA, and is also a registered representative of Osaic Wealth, Inc. In addition to Osaic Wealth, Inc., Jason has previously worked with Securities America, Inc., Securities Service Network, LLC, Ameriprise Financial Services, Inc., Gunnallen Financial, Inc., and Askar Corp.
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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2
MN
06/14/2024 - Present
Osaic Wealth, Inc. (Rochester MN)
MN
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Rochester MN)
MN
04/24/2017 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Rochester MN)
MN
04/07/2010 - 05/02/2017
AMERIPRISE FINANCIAL SERVICES, INC. (ROCHESTER MN)
MN
02/13/2007 - 03/29/2010
GUNNALLEN FINANCIAL, INC (ROCHESTER MN)
MN
10/12/1995 - 02/13/2007
ASKAR CORP. (ROCHESTER MN)
IA
Issued 10/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2000
Series 24 - General Securities Principal Examination
BC
Issued 03/31/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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