Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason DeGolyer is a financial advisor who has been working in the industry since 2006. Jason is currently registered with Cetera Investment Advisers LLC and has been with the firm since May 2024. Prior to joining Cetera, Jason worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. Jason has a wide range of experience in the financial services industry, including investment advisory services, portfolio management, financial planning, and pension consulting. Jason offers a variety of services to individuals and businesses, including portfolio management, financial planning, and retirement planning.
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
FL
07/31/2024 - Present
Cetera Investment Advisers LLC (ST PETERSBURG FL)
FL
02/03/2020 - 04/25/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAINT PETERSBURG FL)
FL
03/28/2008 - 07/22/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
VA
09/22/2005 - 04/14/2008
UBS FINANCIAL SERVICES INC. (LYNCHBURG VA)
CA
01/29/2001 - 07/01/2004
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BOTH
Issued 3/3/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/3/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/4/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 2/3/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/27/2019
SIE - Securities Industry Essentials Examination
BC
Issued 9/21/2005
Series 7 - General Securities Representative Examination
BC
Issued 1/27/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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