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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 Fannon is a financial advisor with Corecap Advisors, LLC. Jason is a Certified Financial Planner (CFP®) and has been in the financial services industry for over 23 years. Jason has a broad range of experience in the industry with expertise in financial planning, investment management, and retirement planning. Jason has worked with several financial institutions, including Charles Schwab & Co., Inc. and Mercer Allied Company, L.P. Jason holds Series 6, 7, 63, 65 and 66 licenses.
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.
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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MI
08/20/2024 - Present
Corecap Advisors (Southfield MI)
MI
12/15/2005 - 08/14/2024
CHARLES SCHWAB & CO., INC. (Novi MI)
NY
04/11/2005 - 12/02/2005
MERCER ALLIED COMPANY, L.P. (COHOES NY)
NE
11/26/2002 - 02/08/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
MI
08/28/2000 - 11/22/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 07/13/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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