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 Pera is a financial advisor with Osaic Wealth, Inc. based in Lafayette, California. Jason has been in the financial industry since April 2003. Jason is a Certified Financial Planner and holds a variety of licenses and designations, including Series 6, 7, 24, 63, and 66. Jason has experience working with a wide range of clients, including individuals, families, businesses, and charitable organizations.
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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CA
05/13/2024 - Present
Osaic Wealth, Inc. (LAFAYETTE CA)
CA
09/24/2007 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LAFAYETTE CA)
CA
06/01/2005 - 10/04/2007
AXA ADVISORS, LLC (OAKLAND CA)
NY
07/28/2003 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
06/19/2002 - 09/26/2002
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 01/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/17/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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