Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Purvis is a financial advisor with Secure Investment Management, LLC, who has been in the financial services industry since 2014. Jason is a Certified Financial Planner and has Series 7, 63, 65, and 26 licenses. Jason has worked for several financial institutions, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., and Pruco Securities, LLC. Jason is currently registered as an Investment Advisor Representative in California and is seeking registration as a Registered Representative. Jason specializes in providing financial planning, investment advice and management to individuals, high net worth individuals, pension and profit sharing plans, and corporations or other businesses.
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.
Personalized portfolio management to meet individual financial objectives.
Advice regarding reits
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.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Secure Investment Management, LLC (Oak Hills CA)
CA
02/14/2019 - 04/10/2024
PRUCO SECURITIES, LLC. (Ontario CA)
CA
06/29/2017 - 11/20/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ONTARIO CA)
BC
Issued 07/14/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/06/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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