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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 McDonald is a financial advisor with over 28 years of experience in the industry. He is registered with Kestra Advisory Services, LLC and has a wide range of licenses and certifications. Jason is a Registered Representative of Kestra Investment Services, LLC. He is licensed to provide investment advisory services in the state of Maryland. Jason McDonald has been a Registered Representative of Kestra Investment Services, LLC since 2002. He holds a Series 6, 7, 63, and 65 licenses and a SIE exam. He is also registered as an Investment Advisor Representative of Kestra Advisory Services, LLC in the state of Maryland. Jason is a passionate advocate for his clients and is dedicated to helping them reach their financial goals. He is known for his commitment to providing personalized advice and his ability to explain complex financial concepts in a way that is easy to understand.
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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MD
04/20/2016 - Present
Kestra Advisory Services, LLC (LUTHERVILLE MD)
IA
09/26/1994 - 05/16/2002
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IN
04/13/1993 - 11/01/1994
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/13/1993 - 11/01/1994
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 07/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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