Unclaimed
Jason Paul Clark is a financial advisor associated with Larson Financial Group, LLC. Jason has been in the industry for over two decades. He is a Certified Financial Planner and has a Series 7, Series 63 and Series 65 license. Jason has experience working with high-net-worth individuals and charitable organizations and provides financial planning, pension consulting, portfolio management and selection of other advisors to clients. Jason has worked at several firms including Securities America, Inc., Citigroup Global Markets Inc. and A. G. Edwards & Sons, Inc.
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.
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
MO
01/21/2025 - Present
Larson Financial Group, LLC (SAINT LOUIS MO)
MN
04/18/2005 - 01/02/2008
SECURITIES AMERICA, INC. (PLYMOUTH MN)
NY
03/11/2003 - 10/15/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MO
01/25/1999 - 06/26/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 08/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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