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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 Scott Oh is a financial advisor with over 10 years of experience in the industry. Jason currently works with Invesco Advisers, Inc. and is registered in 53 states and territories. Jason has been with Invesco Advisers, Inc. since August 2010. Prior to joining Invesco Advisers, Inc., Jason worked at Chase Investment Services Corp. and Ameriprise Financial Services, Inc.. Jason has passed the Series 66, 51, 24, SIE, and 7 exams. Jason holds a Bachelor's degree in Business Administration and Management from the University of Illinois at Urbana-Champaign. Jason has specializations in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Ia to canadian registered mutual funds; portfolio management for private funds
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.
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
GA
08/12/2010 - Present
Invesco Advisers, Inc. (ATLANTA GA)
IL
12/04/2007 - 08/05/2010
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
09/03/2007 - 10/23/2007
AMERIPRISE FINANCIAL SERVICES, INC. (CHICAGO IL)
BOTH
Issued 10/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/29/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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