Unclaimed
Jason Javers is a financial advisor with Fidelity Personal And Workplace Advisors. Jason has been in the industry since September 2009, and has a series 7, 9, 10, and 66 license. Jason provides a variety of services to individuals and businesses, including financial planning, portfolio management, and educational seminars. The advisor is registered in 53 states.
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.
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.
1
2
OH
11/23/2021 - Present
Fidelity Personal AND Workplace Advisors (AVON LAKE OH)
OH
07/30/2020 - 11/01/2021
PARK AVENUE SECURITIES LLC (BEACHWOOD OH)
OH
06/23/2020 - 07/15/2020
CITIZENS SECURITIES, INC. (FAIRVIEW PARK OH)
OH
08/20/2014 - 07/09/2019
PNC FUNDS DISTRIBUTOR, LLC (CLEVELAND OH)
OH
05/17/2013 - 07/07/2014
PNC INVESTMENTS (CLEVELAND OH)
OH
07/17/2009 - 05/07/2013
EDWARD JONES (AVON LAKE OH)
BOTH
Issued 07/31/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/26/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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