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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 Kinsman is an investment advisor representative with Edward Jones and has been working in the industry since 2006. Jason has a wide range of experience, holding Series 7, 24, 51, 53, 66, 99TO, and SIE licenses. Jason also holds a Series 66, which allows him to act as an investment advisor representative in the state of Arizona. Jason is licensed to provide investment advisory services in Arizona. Jason's primary business is providing financial planning, pension consulting, and portfolio management for individuals and businesses. Jason has a strong focus on providing financial planning services, and works with clients to develop a plan that meets their individual needs. Jason is also experienced in portfolio management, and works with clients to create a diversified portfolio that meets their investment goals.
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
AZ
09/28/2010 - Present
Edward Jones (Scottsdale AZ)
BOTH
Issued 09/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/26/2011
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/22/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2006
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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