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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Robert Christenson is a financial advisor with over 16 years of experience in the financial services industry. Jason has a strong track record of success in providing investment advice and financial planning to individuals, families, and businesses. Jason is a registered representative of Morgan Stanley and holds Series 7, 9, 10, 63, 66, and SIE licenses. Jason has a strong understanding of the financial markets and a commitment to helping clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
UT
06/17/2022 - Present
Morgan Stanley (South Jordan UT)
UT
07/23/2020 - 09/30/2020
SOLIUM FINANCIAL SERVICES LLC (South Jordan UT)
MN
04/24/2001 - 06/25/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/24/2001 - 06/25/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
RI
08/10/2000 - 03/21/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 06/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2022
Series 4 - Registered Options Principal Examination
BC
Issued 12/06/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/17/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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