Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Maassel is a financial advisor with over 20 years of experience in the industry. Jason currently holds securities licenses with Raymond James Financial Services Advisors, Inc. and is registered to offer securities in Indiana and Ohio. Previously, Jason was with Edward Jones, Lincoln Financial Advisors Corporation, and LPL Financial LLC. Jason provides financial planning, pension consulting, and portfolio management services for individuals, businesses, and retirement plans.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OH
12/15/2016 - Present
Raymond James Financial Services Advisors, Inc. (NAPOLEON OH)
OH
02/02/2007 - 12/21/2016
LPL FINANCIAL LLC (NAPOLEON OH)
OH
04/11/2005 - 12/04/2006
EDWARD JONES (NAPOLEON OH)
IN
12/03/2003 - 04/07/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/03/2003 - 04/07/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 02/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/07/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/02/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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