Unclaimed
Jason Thomas Bennett is a financial professional with over 20 years of experience in the industry. Jason is currently registered with The Leaders Group, Inc. in Littleton, Colorado. Jason has previously held positions at Nationwide Securities, LLC, Santander Securities LLC, LPL Financial LLC, IFMG Securities, Inc., Robert W. Baird & Co. Incorporated and Northwestern Mutual Investment Services, LLC. Jason holds the Series 6, Series 63, and SIE licenses.
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.
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.
1
2
CO
07/01/2020 - Present
THE Leaders Group, Inc. (LITTLETON CO)
PA
02/02/2016 - 07/01/2020
NATIONWIDE SECURITIES, LLC (WILLIAMSPORT PA)
PA
09/19/2012 - 01/11/2016
SANTANDER SECURITIES LLC (WILLIAMSPORT PA)
PA
05/27/2008 - 09/19/2012
LPL FINANCIAL LLC (MONTOURSVILLE PA)
PA
12/07/2000 - 05/27/2008
IFMG SECURITIES, INC. (DANVILLE PA)
WI
09/08/2000 - 01/05/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
03/02/2000 - 01/05/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 12/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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