Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason McKernan is an investment advisor representative with Cambridge Investment Research Advisors, Inc. based in Nashville, TN. Jason has been in the financial services industry since January 17, 2007. Jason has a wide range of experience, working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Prior to joining Cambridge, Jason worked for FSC Securities Corporation, Capital Guardian, LLC, TAG Securities, Inc., First Tennessee Brokerage, Inc., and H. Beck, Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TN
10/04/2019 - Present
Cambridge Investment Research Advisors, Inc. (Nashville TN)
TN
04/01/2011 - 10/11/2019
FSC SECURITIES CORPORATION (NASHVILLE TN)
NC
01/26/2011 - 04/05/2011
CAPITAL GUARDIAN, LLC (CHARLOTTE NC)
FL
01/03/2011 - 01/14/2011
TAG SECURITIES, INC. (BOCA RATON FL)
TN
01/15/2008 - 12/07/2010
FIRST TENNESSEE BROKERAGE, INC. (CAMDEN TN)
TN
12/08/2006 - 10/01/2007
H. BECK, INC. (KNOXVILLE TN)
IA
Issued 11/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/26/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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