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 Brinks is a financial advisor with Oxford Financial Group, Ltd. He is registered with the state of Michigan, Indiana, Texas and Florida. Jason has been in the industry since 1998 and specializes in financial planning, pension consulting, and portfolio management. He is a Certified Financial Planner and holds the Series 7 and Series 63 licenses. Jason has previously worked at McDonald Investments Inc. in Cleveland, Ohio.
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.
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MI
01/01/2017 - Present
Oxford Financial Group, Ltd. (GRAND RAPIDS MI)
OH
12/24/1998 - 02/01/2000
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BC
Issued 02/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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