Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Ward is a financial advisor with Ameritas Advisory Services, LLC, a financial services firm based in Lincoln, NE. Jason has been in the financial industry since 1997 and has a wide range of experience in financial planning, portfolio management, and insurance. Jason is registered in Alabama, Florida, Oklahoma, and Texas, and holds multiple securities licenses. In addition to his work with Ameritas, Jason is also licensed as an independent insurance agent and is a real estate agent.
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
1
2
OK
11/01/2021 - Present
Ameritas Advisory Services, LLC (Tulsa OK)
OK
07/31/2015 - 08/13/2018
INTERNATIONAL ASSETS ADVISORY, LLC (OWASSO OK)
OK
06/21/2012 - 07/30/2015
INVESTMENT CENTERS OF AMERICA, INC. (OWASSO OK)
OK
09/24/1997 - 06/22/2012
SECURIAN FINANCIAL SERVICES, INC. (TULSA OK)
IA
Issued 01/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/10/1999
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 09/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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