Unclaimed
Jason Hoover is a financial advisor registered with Kestra Advisory Services, LLC. Jason has been in the financial industry since May 5, 2015. Jason holds the Series 7, Series 52, Series 50, Series 63, and Series 65 licenses and has experience in the areas of financial planning, portfolio management, and insurance sales. Jason has worked with Koch Industries, George K. Baum & Company, and Kestra Investment Services, LLC prior to his current role.
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.
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.
1
2
KS
08/17/2018 - Present
Kestra Advisory Services, LLC (Wichita KS)
MO
06/16/2016 - 06/12/2018
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
MA
07/12/2013 - 08/05/2014
REALTY CAPITAL SECURITIES, LLC (BOSTON MA)
KS
06/13/2013 - 07/15/2013
CAREY, THOMAS, HOOVER, & BREAULT, INC. (WICHITA KS)
IA
Issued 08/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 09/13/2016
Series 52 - Municipal Securities Representative Examination
BC
Issued 06/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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