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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Eibel is an investment advisor representative with Fidelity Personal and Workplace Advisors, where he is an active advisor. He is also registered with the Kentucky and Texas state securities regulators. Jason has over 23 years of experience in the financial services industry. He has worked with both Fidelity Investments Institutional Services Company, Inc. and Fidelity Brokerage Services LLC in the past. Jason holds various licenses and certifications, including the Series 63, 66, 7, 9, 10, and SIE exams. He is registered with the Securities and Exchange Commission and the Financial Industry Regulatory Authority (FINRA).
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NC
01/19/2007 - 04/10/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (DURHAM NC)
KY
06/17/1997 - 01/19/2007
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 12/4/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/7/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 5/28/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/16/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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