Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason R. Sanders is a financial advisor with Principal Securities, Inc. Jason has been in the securities industry since October 26, 2009. Jason is registered with FINRA and the state of Florida. Jason holds the Series 6, 7, 24, 51, 63, and 65 licenses. Jason's specializations include 1, 2, 3, 4, and 6. Jason's firm has a total of 54,844 accounts with assets under management of $12,105,712,948. The firm's advisory services include financial planning, pension consulting, educational seminars, and portfolio management for individuals. Jason is also a member of the advisory board of the University of North Florida.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
FL
12/22/2010 - Present
Principal Securities, Inc. (Jacksonville FL)
BC
Issued 06/29/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/09/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/23/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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