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Jason Hendershott is an Investment Advisor Representative at TLG Advisors, Inc. with over 15 years of experience in the financial services industry. Jason is registered with the state of Idaho and holds a Series 6, Series 7, Series 24, Series 63, and Series 65 licenses. Jason is also a Certified Financial Planner and a Chartered Financial Consultant. TLG Advisors, Inc. is an independent investment advisory firm that provides a wide range of financial services to individuals, families, businesses, and institutions. The firm specializes in portfolio management, financial planning, and retirement planning.
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.
Placement of institutional funds
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
CO
03/27/2024 - Present
TLG Advisors, Inc. (LITTLETON CO)
IL
07/05/2018 - 03/06/2024
CITIGROUP GLOBAL MARKETS INC. (OAK BROOK IL)
NJ
01/23/2017 - 07/02/2018
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
IL
03/12/2013 - 11/01/2016
NICOL INVESTORS CORPORATION (GRANITE CITY IL)
IL
02/27/2001 - 01/24/2006
COUNTRY CAPITAL MANAGEMENT COMPANY (BLOOMINGTON IL)
BOTH
Issued 03/29/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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