Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Saunders is a financial advisor in the Portland, OR area. Jason has been working in the financial industry since 1996. Jason is currently registered with Raymond James & Associates, Inc. and has previously been registered with Morgan Stanley and A. G. Edwards & Sons, Inc. Jason holds a variety of licenses and certifications including Series 7, Series 10, Series 31 and Series 66 licenses. Jason specializes in providing investment advice to high-net-worth individuals, corporations, charitable organizations, insurance companies, banking or thrift institutions and pension and profit-sharing plans.
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.
Please see note in schedule d - miscellaneous
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.
1
2
OR
02/10/2016 - Present
Raymond James & Associates, Inc. (Portland OR)
OR
06/01/2009 - 10/15/2013
MORGAN STANLEY (PORTLAND OR)
OR
10/31/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PORTLAND OR)
OR
09/04/1996 - 11/05/2007
A. G. EDWARDS & SONS, INC. (EUGENE OR)
BOTH
Issued 10/13/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/09/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 07/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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