Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Bruxvoort is an investment advisor representative with Captrust Financial Advisors. Jason has been in the industry since 2007. Jason holds a Series 66, Series 7, and SIE license. Jason has experience working with high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. Jason specializes in financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Jason is registered with the state of Michigan. Previously, Jason worked with Cetera Financial Specialists LLC and MetLife Securities Inc.
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.
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.
1
2
MI
07/29/2016 - Present
Captrust Financial Advisors (HOLLAND MI)
IL
05/12/2011 - 07/05/2016
CETERA FINANCIAL SPECIALISTS LLC (SO. HOLLAND IL)
IL
03/06/2009 - 06/03/2011
METLIFE SECURITIES INC. (ORLAND PARK IL)
IL
05/02/2007 - 02/24/2009
CITIGROUP GLOBAL MARKETS INC. (ORLAND PARK IL)
BOTH
Issued 05/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jason Bruxvoort is the right advisor for you? Invested Better is here to help.
