Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Waybright is a registered representative and investment advisor representative with LPL Financial LLC. Jason has been in the securities industry since February 1999. Jason holds the Series 7, Series 24, Series 63 and Series 66 licenses and is registered in 22 states. Jason has been associated with LPL Financial LLC since June 2007. Prior to that, Jason was employed by INVESTACORP, INC. and MUTUAL SECURITIES, INC.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
06/29/2007 - Present
LPL Financial LLC (REDDING CA)
CA
01/23/2001 - 07/09/2007
INVESTACORP, INC. (REDDING CA)
CA
02/04/1999 - 01/17/2001
MUTUAL SECURITIES, INC. (CAMARILLO CA)
BOTH
Issued 08/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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