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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 Sippel is an investment advisor representative at Optimum Investment Advisors, LLC. Jason has been with Optimum Investment Advisors, LLC since March 2019. Previously, Jason worked at Sacred Heart Church in Lombard, Illinois. Jason holds a Series 65 license. Jason specializes in financial planning, portfolio management for individuals, and portfolio management for businesses. Jason is registered in Illinois as an Investment Advisor Representative.
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.
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.
A percentage of the total value of assets under management is charged.
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IL
10/30/2020 - Present
Optimum Investment Advisors, LLC (CHICAGO IL)
IA
Issued 10/29/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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