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Jason Robert Replogle

National Financial Services LLC

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About Jason Robert Replogle

Jason Replogle is a financial professional with over 10 years of experience in the financial services industry. Jason is currently registered with National Financial Services LLC, a firm with a focus on providing financial services to clients. Jason holds a Series 7, Series 24 and Series 63 license and has earned the SIE exam designation. Prior to joining National Financial Services LLC, Jason was employed with AXA Advisors, LLC.

Firm Information

Jason Replogle is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

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.

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Jason Replogle’s Registration & Firm History

TX

02/13/2013 - Present

National Financial Services LLC (WESTLAKE TX)

TX

08/24/2011 - 11/02/2011

AXA ADVISORS, LLC (DALLAS TX)

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Licenses & Designations

BC

Issued 09/08/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/17/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Robert Replogle.
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