Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Randall Haas is a financial advisor with over 30 years of experience in the industry. Jason is a Certified Financial Planner and has a Series 6, 62 and 63 license. Jason is currently registered with Good Life Advisors, LLC and LPL Financial LLC. Previously, Jason has worked with Commonwealth Financial Network, Cambridge Investment Research, Inc., The O.N. Equity Sales Company, MetLife Securities Inc., and Metropolitan Life Insurance Company. Jason specializes in working with high-net-worth individuals, individuals, corporations, charities, 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.
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.
Planning subscription fee
1
2
PA
03/01/2023 - Present
Good Life Advisors, LLC (READING PA)
ID
09/14/2004 - 03/07/2023
COMMONWEALTH FINANCIAL NETWORK (EAGLE ID)
IA
03/16/2001 - 10/08/2004
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
OH
01/06/1995 - 03/16/2001
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
MA
11/24/1993 - 01/11/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/24/1993 - 01/11/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 11/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1995
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 11/19/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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