Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Reeves is a financial advisor with over 16 years of experience in the industry. Jason is currently registered with Steward Partners Investment Advisory, LLC. Jason has a strong background in providing financial advice and investment management services to individuals, families, businesses and institutions. Jason is a Certified Financial Planner (CFP®). Prior to joining Steward Partners Investment Advisory, LLC, Jason was with KESTRA INVESTMENT SERVICES, LLC and Ameritas Investment Corp. Jason specializes in providing financial planning, investment management, retirement planning, and wealth management services.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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NY
12/11/2023 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
TX
02/10/2010 - 12/11/2023
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
TX
07/09/2007 - 02/17/2010
AMERITAS INVESTMENT CORP. (AUSTIN TX)
BOTH
Issued 8/3/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/10/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/6/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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