Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Walling is a financial advisor with Osaic Wealth, Inc. based in Cartersville, Georgia. Jason has been in the financial services industry since February 20, 2002. Jason holds licenses in 13 states, including Georgia, Alabama, Arkansas, District of Columbia, Florida, Illinois, Maryland, Mississippi, Missouri, South Carolina, Tennessee, Texas, and Virginia. Jason specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
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2
GA
12/18/2023 - Present
Osaic Wealth, Inc. (CARTERSVILLE GA)
GA
06/30/2014 - 12/21/2023
LPL FINANCIAL LLC (CARTERSVILLE GA)
GA
05/16/2007 - 07/09/2014
WELLS FARGO ADVISORS, LLC (CARTERSVILLE GA)
GA
03/05/2004 - 05/14/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (KENNESAW GA)
MO
02/20/2002 - 03/08/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 05/10/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/01/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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