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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 Preston is an investment advisor representative at Creative Planning. Jason has been in the industry since 1999 and has held positions at TD Waterhouse Investor Services, Inc. and Creative Planning. Jason is registered in Texas and is a Series 63, Series 65, Series 7, Series 9 and Series 10 licensed professional. Jason has a wide range of experience in financial planning, portfolio management, and pension consulting. Jason also owns and operates JRP Realty, LLC, a rental property business.
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.
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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2
KS
04/27/2012 - Present
Creative Planning (OVERLAND PARK KS)
NE
10/18/1999 - 05/11/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 04/09/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/04/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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