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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 Rotter is a financial advisor with Edward Jones, a firm with over $824 billion in assets under management. Jason has been working in the financial industry since 2003 and holds various licenses and certifications, including the Series 7, Series 31, Series 65 and Series 66 licenses. Jason has extensive experience in providing financial advice to individuals, families, and businesses. He is committed to helping clients achieve their financial goals through personalized planning, investment management, and wealth preservation strategies. Jason is registered to provide financial advice in multiple states, including Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Massachusetts, Michigan, Mississippi, Nevada, New Mexico, New York, North Carolina, Ohio, Oklahoma, Tennessee, Texas, Washington, and Wisconsin.
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.
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.
See schedule d - miscellaneous
1
2
IL
05/10/2021 - Present
Edward Jones (Glen Ellyn IL)
IL
02/18/2004 - 03/07/2008
VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)
OH
01/15/2003 - 10/03/2003
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
NY
08/03/2001 - 04/23/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 03/04/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/16/2019
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 08/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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