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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 Roberts Coles is a financial advisor who has been in the industry since 1995. Jason is currently registered with Centaurus Financial, Inc. Jason has been a registered representative of Centaurus Financial, Inc. since 2017. Previously, Jason was a registered representative of Financial West Group from 2011 to 2017. Jason is also a registered investment advisor representative in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Louisiana, Montana, Nevada, New York, Ohio, Oklahoma, Oregon, Texas, Virginia, and Washington. Jason holds the Series 6, 7, and 63 licenses. Jason holds the Series 65 license and the SIE license. Jason provides a range of services including financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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
CA
08/22/2017 - Present
Centaurus Financial, Inc. (IRVINE CA)
CA
11/17/2011 - 08/09/2017
FINANCIAL WEST GROUP (IRVINE CA)
CA
09/20/2010 - 11/21/2011
TORREY PINES SECURITIES, INC. (SAN DIEGO CA)
CA
04/14/2008 - 08/13/2010
SECURITIES AMERICA, INC. (IRVINE CA)
CA
03/31/2004 - 01/15/2008
WELLS FARGO INVESTMENTS, LLC (COSTA MESA CA)
RI
07/07/1995 - 01/22/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 03/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/29/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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