Unclaimed
Jason English is a financial advisor with Savant Wealth Management based in Rockford, Illinois. Jason has over 16 years of experience in the financial services industry. Prior to joining Savant Wealth Management, Jason was with TD Ameritrade, Inc. and Thinkorswim, Inc. He holds a Series 7, Series 24 and Series 63 license. Jason is a Registered Investment Advisor (RIA) in Illinois and Texas and specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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
IL
07/08/2022 - Present
Savant Wealth Management (ROCKFORD IL)
NE
04/22/2006 - 10/25/2012
TD AMERITRADE, INC. (OMAHA NE)
IL
08/10/2009 - 05/27/2010
THINKORSWIM, INC. (CHICAGO IL)
NE
01/12/2005 - 04/22/2006
AMERITRADE, INC. (OMAHA NE)
MO
04/09/2004 - 01/11/2005
SCOTTRADE, INC. (ST. LOUIS MO)
IA
Issued 02/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2012
Series 24 - General Securities Principal Examination
BC
Issued 04/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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