Invested Better
Unclaimed

Unclaimed

Unclaimed

Jason Paul Seele

Cambridge Investment Research Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jason? Claim Your Profile

About Jason Paul Seele

Jason Seele is a financial advisor with over 20 years of experience in the industry. Jason is a registered representative and investment advisor representative with Cambridge Investment Research Advisors, Inc. Jason has held previous positions at VOYA FINANCIAL ADVISORS, INC., NATIONAL PLANNING CORPORATION, PARK AVENUE SECURITIES LLC, and ING FINANCIAL ADVISERS, LLC. Jason is licensed in Florida, Georgia, Iowa, Kansas, Missouri, Nebraska, Oklahoma, and Texas. Jason is a highly experienced financial advisor who is dedicated to providing clients with personalized financial advice.

Firm Information

Jason Seele is currently registered with Cambridge Investment Research Advisors, Inc.. Cambridge Investment Research Advisors, Inc. is an investment advisor with over 3,000 licensed agents and registered representatives. Based in Fairfield, Iowa, the firm provides a range of advisory services including financial planning, pension consulting, educational seminars, and market timing services. Their client base encompasses high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities. The firm manages approximately $87.37 billion in assets under management.
Cambridge Investment Research Advisors, Inc.

1776 PLEASANT PLAIN RD.

FAIRFIELD, IA 52556-8757

$87.37B

Assets Under Management

71,763

Total Clients

3,513

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Solicitation fees from 3rd party money managers

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jason Seele’s Registration & Firm History

KS

07/17/2020 - Present

Cambridge Investment Research Advisors, Inc. (Topeka KS)

KS

01/07/2010 - 07/24/2020

VOYA FINANCIAL ADVISORS, INC. (TOPEKA KS)

KS

01/03/2008 - 01/08/2010

NATIONAL PLANNING CORPORATION (OVERLAND KS)

NY

05/15/2007 - 12/31/2007

PARK AVENUE SECURITIES LLC (NEW YORK NY)

KS

12/07/1999 - 05/01/2007

ING FINANCIAL ADVISERS, LLC (TOPEKA KS)

Not sure if Jason Paul Seele is right for you?

Licenses & Designations

IA

Issued 10/16/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/29/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Paul Seele.
Not sure if Jason Paul Seele is right for you?