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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 Inman is a financial advisor with Level Four Advisory Services. Jason has been a financial advisor for over 17 years, specializing in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, corporations, and charitable organizations. Jason holds Series 6, 26, and 65 securities licenses, and is registered with the state of Louisiana and Texas. Prior to joining Level Four Advisory Services, Jason was an advisor with LPL Financial LLC, OneAmerica Securities, Inc., and J.W. Cole Financial, Inc. Jason is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
Solicitor fees - portion of assets managed by other advisors
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2
LA
06/15/2017 - Present
Level Four Advisory Services (BATON ROUGE LA)
LA
06/12/2017 - 01/04/2018
LPL FINANCIAL LLC (BATON ROUGE LA)
LA
06/28/2012 - 06/09/2017
ONEAMERICA SECURITIES, INC. (Baton Rouge LA)
LA
10/06/2009 - 09/22/2010
ONEAMERICA SECURITIES, INC. (BATON ROUGE LA)
LA
09/27/2007 - 08/18/2009
J.W. COLE FINANCIAL, INC. (BATON ROUGE LA)
CA
01/10/2007 - 10/15/2007
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
TX
05/01/2006 - 08/25/2006
EVOLVE SECURITIES, INC. (DALLAS TX)
TX
01/01/2006 - 05/01/2006
U.S.-WORLDWIDE FINANCIAL SERVICES, INC. (WACO TX)
NE
03/29/2001 - 12/31/2003
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
MA
04/12/2000 - 03/16/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/12/2000 - 03/16/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NE
02/08/2000 - 04/28/2000
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 06/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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