Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Scott Hildebrant is a registered representative with M Holdings Securities, Inc. Jason has been in the securities industry since July 28, 2001. Jason's areas of expertise include financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals. Jason holds Series 7, 9, 10, 24, 63, and 65 licenses. Jason has been registered in Oregon since March 26, 2019.
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.
A percentage of the total value of assets under management is charged.
1
2
OR
03/26/2019 - Present
M Holdings Securities, Inc. (PORTLAND OR)
OR
10/12/2015 - 03/08/2018
SCOTTRADE, INC. (HILLSBORO OR)
OR
02/28/2013 - 10/23/2015
E*TRADE SECURITIES LLC (PORTLAND OR)
OR
09/12/2011 - 02/20/2013
U.S. BANCORP INVESTMENTS, INC. (MILWAUKIE OR)
OR
07/05/2000 - 09/20/2011
PHILLIPS & COMPANY (PORTLAND OR)
IA
Issued 06/04/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2019
Series 24 - General Securities Principal Examination
BC
Issued 02/24/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/16/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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