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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 Overholtzer is a financial advisor at Beacon Pointe Advisors, LLC. Jason has over 20 years of experience in the financial services industry. Jason earned the Chartered Financial Analyst designation. Jason has also passed the Series 4, Series 7 and Series 55 exams. Jason specializes in providing financial planning and investment management services to individuals, families, and businesses.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
A percentage of the total value of assets under management is charged.
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CA
07/11/2014 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
IA
10/28/2002 - 12/31/2003
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
CA
11/02/2000 - 06/19/2002
CANTERBURY CAPITAL SERVICES, INC. (NEWPORT BEACH CA)
BC
Issued 02/27/2001
Series 4 - Registered Options Principal Examination
BC
Issued 01/09/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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