Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Repp is a financial advisor with over 15 years of experience in the financial services industry. Jason currently works with Cambridge Investment Research Advisors, Inc. He is a Registered Representative (Series 7, Series 63, and Series 6) and holds the Series 65 license as well. His practice focuses on financial planning, portfolio management, and investment advisory services for individuals and families. Jason also has a strong background in insurance and real estate. He is committed to providing his clients with personalized financial advice and guidance to help them 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.
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.
Solicitation fees from 3rd party money managers
1
2
OH
07/01/2015 - Present
Cambridge Investment Research Advisors, Inc. (Oregon OH)
OH
12/02/2005 - 07/02/2015
AMERITAS INVESTMENT CORP. (PERRYSBURG OH)
NY
01/16/2004 - 11/08/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 09/14/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/02/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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