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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 Dodson is an investment advisor representative with LPL Financial LLC, located in Longview, TX. Jason is a registered investment advisor in Texas, Oklahoma, Louisiana, and Arkansas. Jason has been active in the financial industry since May 1998 and has passed several industry exams, including the Series 65, Series 63, Series 9, Series 10, Series 57TO, SIE, Series 55, and Series 7. Jason specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.
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.
Consulting and other non-discretionary advisory services
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
TX
06/13/2023 - Present
LPL Financial LLC (LONGVIEW TX)
TX
05/06/1998 - 07/05/2023
HILLTOP SECURITIES INC. (LONGVIEW TX)
IA
Issued 10/11/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/20/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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