Unclaimed
Jason Holsclaw is a registered representative with Stephens, a firm that has been serving clients for over 80 years. Jason has been in the industry since July 2012 and specializes in providing a variety of financial services to individuals, corporations, and institutions. He is licensed to sell securities in Arkansas, California, Kentucky, Louisiana, Mississippi and Missouri. Jason's experience includes providing investment advice, portfolio management, and financial planning services. He is also a registered principal and is qualified to provide municipal securities advice.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
AR
07/06/2012 - Present
Stephens (LITTLE ROCK AR)
BC
Issued 05/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/20/2020
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 07/05/2012
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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