Unclaimed
Jason Robert Januska is a financial advisor with Charles Schwab & CO., Inc.. Jason has been in the industry since May 2015 and has worked for several firms including TD Ameritrade, Inc. and NYLIFE SECURITIES LLC. Jason is registered with FINRA and holds Series 6, 7, 9, 10, 24, 63 and 66 securities licenses. Jason also has the SIE exam designation. Jason is licensed in 53 states and the District of Columbia, and specializes in providing financial planning and investment advisory services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
MO
10/04/2022 - Present
Charles Schwab & CO., Inc. (Chesterfield MO)
MO
10/18/2017 - 05/19/2024
TD AMERITRADE, INC. (CHESTERFIELD MO)
MO
03/10/2015 - 07/31/2017
NYLIFE SECURITIES LLC (CREVE COEUR MO)
BOTH
Issued 08/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/18/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/11/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/10/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Jason Januska is the right advisor for you? Invested Better is here to help.