Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Tenney is a financial advisor at AE Wealth Management, LLC in Midvale, UT. Jason has been in the financial industry for over 22 years. Jason is registered as an Investment Advisor Representative (IAR) in Utah. Jason holds the Series 63 and Series 65 licenses. Jason previously worked at Capital Financial Services, Inc. and ING Financial Partners, Inc. In addition to Jason's advisory work, Jason is also the Managing Director of Sales at KTS Financial Group, an insurance sales firm in Midvale, UT.
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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UT
04/03/2020 - Present
AE Wealth Management, LLC (Midvale UT)
UT
11/19/2007 - 06/02/2014
CAPITAL FINANCIAL SERVICES, INC. (MIDVALE UT)
UT
11/06/1998 - 10/12/2007
ING FINANCIAL PARTNERS, INC. (MIDVALE UT)
IA
Issued 02/26/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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