Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason T Percy is a registered investment advisor representative with Capital Advisors, Inc. Jason has been in the industry since 2011 and has held licenses in Oklahoma and Texas. Jason has experience with various investment products and services, and has worked with clients of all types, from individuals and families to corporations and institutions. Jason is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
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.
Strategic management for diversified investment portfolios.
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
OK
08/24/2020 - Present
Capital Advisors, Inc. (TULSA OK)
OK
09/28/2020 - 10/31/2022
QUASAR DISTRIBUTORS, LLC (Tulsa OK)
OK
09/14/2018 - 07/21/2020
RAYMOND JAMES & ASSOCIATES, INC. (TULSA OK)
OK
05/10/2011 - 09/05/2018
MML INVESTORS SERVICES, LLC (TULSA OK)
BOTH
Issued 03/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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