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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 Yuhas is a financial advisor with over 20 years of experience in the financial services industry. Jason is currently registered with LPL Financial LLC, and has previously been registered with several other firms. Jason's expertise spans a range of financial services, including investment planning, portfolio management, and financial planning. Jason is committed to providing comprehensive financial guidance to individuals, families, and businesses. Jason holds a Series 7, Series 6, Series 63, and Series 65 licenses and is dedicated to helping clients achieve their financial goals.
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.
1
2
PA
02/03/2025 - Present
LPL Financial LLC (Greensburg PA)
PA
01/13/2017 - 01/25/2017
WELLS FARGO CLEARING SERVICES, LLC (PITTSBURGH PA)
PA
05/28/2010 - 10/16/2015
ESSEX NATIONAL SECURITIES, LLC (GREENSBURG PA)
PA
11/19/2002 - 06/02/2010
UVEST FINANCIAL SERVICES GROUP, INC. (GREENSBURG PA)
WI
10/04/2000 - 11/13/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
10/04/2000 - 05/01/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 11/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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