Invested Better
Unclaimed

Unclaimed

Unclaimed

Jason Robert Elliott

Sammons Financial Network, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jason? Claim Your Profile

About Jason Robert Elliott

Jason Elliott is a financial advisor with Sammons Financial Network, LLC. Jason has been in the financial services industry since January 2014. Jason is licensed in Iowa and holds Series 6, Series 63, and SIE licenses. Jason was previously registered with Alliance-One Investments, LLC and MetLife Investors Distribution Company.

Firm Information

Jason Elliott is currently registered with Sammons Financial Network, LLC. Sammons Financial Network, LLC is a Limited Liability Company formed in June 2011. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

155

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jason Elliott’s Registration & Firm History

IA

09/27/2022 - Present

Sammons Financial Network, LLC (WEST DES MOINES IA)

IA

10/31/2019 - 09/26/2022

ALLIANCE-ONE INVESTMENTS, LLC (West Des Moines IA)

IA

01/08/2014 - 10/31/2019

METLIFE INVESTORS DISTRIBUTION COMPANY (West Des Moines IA)

IA

01/08/2014 - 12/12/2014

NEW ENGLAND SECURITIES (WEST DES MOINES IA)

Not sure if Jason Robert Elliott is right for you?

Licenses & Designations

BC

Issued 12/01/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/08/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Robert Elliott.
Not sure if Jason Robert Elliott is right for you?