Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Tyler Butler is a financial advisor with over 6 years of experience in the industry. Jason is currently registered with TIAA-CREF Individual & Institutional Services, LLC in Denver, CO. Jason has a strong background in securities and investment products, having earned his Series 7, 6, 63 and SIE licenses. Jason's previous experience includes roles at Scottrade, Inc., Fidelity Brokerage Services LLC and OppenheimerFunds Distributor, Inc. Jason specializes in providing financial planning, portfolio management for individuals and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
06/21/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
05/17/2017 - 06/12/2017
SCOTTRADE, INC. (WESTMINSTER CO)
CO
06/03/2016 - 11/23/2016
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
CO
04/22/2014 - 06/17/2014
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
BC
Issued 06/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/24/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/22/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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