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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 Buckley is a financial advisor with Kestra Private Wealth Services, LLC. Jason has been in the financial industry since 2010. He is a registered representative with FINRA and is licensed to sell securities in Alabama, Alaska, California, Florida, Georgia, Michigan, Minnesota, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia, Washington, and West Virginia. Jason holds the Series 66, Series 7, and SIE licenses. Jason also has prior experience with WELLS FARGO CLEARING SERVICES, LLC, and EDWARD JONES. Jason is a partner and director of client experience with PROVISA WEALTH ADVISORS and an advisor with CARIBOU. Jason is a Vice President on the board of directors for MITCHELL ROAD SPORTS CLUB. Jason's focus is on financial planning and investment strategy for individual clients, businesses, and insurance companies. Kestra Private Wealth Services, LLC, is an investment advisor that provides financial planning, portfolio management, and other financial services to individuals, families, businesses, and institutions. Kestra Private Wealth Services, LLC, has over $7 billion in assets under management.
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.
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
SC
05/04/2022 - Present
Kestra Private Wealth Services, LLC (Greenville SC)
SC
06/09/2011 - 05/11/2022
WELLS FARGO CLEARING SERVICES, LLC (TRAVELERS REST SC)
SC
02/15/2010 - 04/07/2011
EDWARD JONES (GREENVILLE SC)
BOTH
Issued 02/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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