Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Patrick Johnson is a registered representative with Axos Invest LLC. Jason has been in the financial services industry since 2014, working with clients in California and Nevada. Jason holds a Series 6, 7TO, 63 and 66 licenses and is also registered with FINRA and the state of California. Prior to joining Axos Invest LLC, Jason was with UnionBanc Investment Services, LLC in Solana Beach, CA.
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.
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.
1
2
NV
04/17/2024 - Present
Axos Invest LLC (Las Vegas NV)
NV
08/17/2021 - 03/01/2023
AXOS INVEST LLC (LAS VEGAS NV)
CA
05/27/2014 - 10/29/2018
UNIONBANC INVESTMENT SERVICES, LLC (SOLANA BEACH CA)
BOTH
Issued 09/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BZX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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