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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 R. Lutz is an investment advisor representative with Cetera Investment Advisers LLC. Jason has been in the financial services industry since July 24, 2004 and has experience working with National Planning Corporation and LPL Financial LLC. Jason holds the Series 6, Series 7, Series 63, and Series 65 licenses. Jason provides financial planning, portfolio management, and pension consulting services. Jason's clients include high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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2
MO
09/12/2019 - Present
Cetera Investment Advisers LLC (DES PERES MO)
MO
04/29/2016 - 08/19/2016
LPL FINANCIAL LLC (CREVE COEUR MO)
MO
10/22/2007 - 04/29/2016
NATIONAL PLANNING CORPORATION (SUNSET HILLS MO)
MO
07/16/2004 - 10/26/2007
AMERICAN GENERAL SECURITIES INCORPORATED (FESTUS MO)
IA
Issued 7/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/8/2010
Series 7 - General Securities Representative Examination
BC
Issued 7/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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