Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Richard Karr is a registered representative with LPL Financial LLC since January 2008. Jason has been in the financial services industry since August 2002 and currently holds a Series 7, Series 30, Series 31 and SIE securities license. Jason also holds a Series 66 license and is registered as an investment advisor representative in South Carolina and Texas. Prior to joining LPL Financial LLC, Jason was a registered representative with Raymond James Financial Services, Inc. from March 2003 to January 2008 and Morgan Stanley DW Inc. from August 2002 to March 2003.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
SC
01/05/2012 - Present
LPL Financial LLC (GREER SC)
SC
03/07/2003 - 01/30/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (TAYLORS SC)
NY
08/06/2002 - 03/07/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2003
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 08/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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