Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Rasmussen is a financial advisor who has been in the industry since 1992. Jason has a Series 6, 7, 26 and 63 license. Jason also holds a Certified Financial Planner designation. Jason has been with Soltis Investment Advisors, LLC since 2020 and prior to that, he was with SlateStone Wealth, LLC in Jupiter, FL. Jason's previous experience includes work with Capital Markets IQ, LLC in Southlake, TX. Jason's expertise is in providing financial planning, portfolio management, and pension consulting services to high net worth individuals, charitable organizations and pension and profit-sharing plans. Jason is registered with the state of Texas and is currently active as an Investment Advisor Representative.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
02/06/2020 - Present
Soltis Investment Advisors, LLC (Southlake TX)
RI
10/27/1994 - 04/28/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
09/16/1992 - 10/21/1994
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 12/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/02/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/14/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Jason Rasmussen is the right advisor for you? Invested Better is here to help.
