Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Robert Artof is a financial advisor at LPL Financial LLC with over 17 years of experience in the financial industry. Jason has a strong track record of success in helping individuals and families achieve their financial goals. He is also registered as an investment advisor representative in California and Texas. Prior to joining LPL Financial LLC, Jason worked as a financial advisor at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and MORGAN STANLEY SMITH BARNEY. Jason holds the Series 7, Series 66, and SIE licenses and is a Certified Financial Planner. Jason is committed to providing personalized financial advice and guidance to help clients make informed decisions about their financial future.
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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CA
11/02/2022 - Present
LPL Financial LLC (WESTLAKE VILLAGE CA)
CA
05/03/2011 - 11/07/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WESTLAKE VILLAGE CA)
CA
06/01/2009 - 05/16/2011
MORGAN STANLEY SMITH BARNEY (WESTLAKE VILLAGE CA)
CA
05/23/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WESTLAKE VILLAGE CA)
BOTH
Issued 06/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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