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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 Merrill is a financial advisor associated with Ameriprise Financial Services, LLC, a large firm with a broad range of services. Jason is registered to offer investment advisory services in Texas. Jason has been in the financial services industry for over 18 years. Jason has experience with individuals, families, trusts, estates, businesses, corporations, and pension and profit-sharing plans. Jason's specializations include asset allocation, financial planning, and pension consulting. Jason has offices located in both The Woodlands and Houston.
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.
Asset allocation services
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
TX
04/23/2021 - Present
Ameriprise Financial Services, LLC (THE WOODLANDS TX)
PA
12/03/2012 - 12/16/2020
HARTFORD FUNDS DISTRIBUTORS, LLC (WAYNE PA)
CT
08/10/2005 - 12/03/2012
HARTFORD LIFE DISTRIBUTORS, LLC (HARTFORD CT)
TX
04/26/2004 - 08/09/2005
VAN KAMPEN FUNDS INC. (HOUSTON TX)
IA
Issued 04/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/25/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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