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Jason Steven Hicklen

Edward Jones

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About Jason Steven Hicklen

Jason Steven Hicklen is a financial advisor with Edward Jones. Jason has been in the financial services industry since 1996 and has a strong track record of success. Jason has experience working with a wide range of clients, including individuals, families, businesses, and retirement plans. He is committed to providing personalized financial advice and helping clients achieve their financial goals. Jason holds a Series 6, 7, and 66 licenses. Jason is also a Certified Financial Planner™. Jason Steven Hicklen is a registered representative of Edward Jones and is licensed to do business in Arizona, Colorado, Connecticut, Florida, Georgia, Maine, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, and Vermont.

Firm Information

Jason Hicklen is currently registered with Edward Jones. Edward Jones is a financial services firm headquartered in St. Louis, Missouri, that offers investment management and financial planning services to individuals, families, and businesses. Founded in 1941, the firm has a nationwide network of over 19,832 licensed agents and 22,210 registered representatives. Edward Jones manages approximately $10 billion to $50 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides a range of advisory services, including portfolio management for individuals and businesses, pension consulting, and financial planning. Edward Jones is registered with the Securities and Exchange Commission and holds licenses in all 50 states, the District of Columbia, and Puerto Rico.
Edward Jones

12555 MANCHESTER RD

ST. LOUIS, MO 63131

$824.99B

Assets Under Management

27,895

Total Clients

22,064

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

See schedule d - miscellaneous

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Jason Hicklen’s Registration & Firm History

MA

01/03/2019 - Present

Edward Jones (LONGMEADOW MA)

CT

06/20/2011 - 08/20/2012

SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)

MA

09/28/2010 - 06/20/2011

METLIFE SECURITIES INC. (WESTBORO MA)

CT

11/25/2009 - 09/21/2010

NATIONAL PLANNING CORPORATION (SOUTH WINDSOR CT)

CT

10/21/2009 - 11/04/2009

NATIONAL PLANNING CORPORATION (SOUTH WINDSOR CT)

MA

05/20/2005 - 05/14/2009

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

CA

06/19/1997 - 05/05/2005

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

MA

05/02/1997 - 05/02/1997

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

05/28/1996 - 05/02/1997

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

05/28/1996 - 05/02/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

CT

04/10/1995 - 05/09/1996

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

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Licenses & Designations

BOTH

Issued 09/08/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/17/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2010

Series 7 - General Securities Representative Examination

BC

Issued 04/07/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Jason Steven Hicklen. Review regulatory record here.
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