Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Gutcheon is a financial advisor with Concourse Financial Group Securities, Inc., licensed to provide investment advice in Connecticut. Jason has been providing financial advice since 1999. Jason is also registered with the state of Connecticut as a Registered Investment Advisor. Jason has been with Concourse Financial Group Securities, Inc., since 2006. Before joining Concourse Financial Group Securities, Inc., Jason worked at Jefferson Pilot Securities Corporation and Polaris Financial Services, Inc. Jason has a Series 7, Series 63, and Series 65 license. Jason is dedicated to providing personalized financial planning and investment advice to individuals, families, and businesses. Jason's approach is to build long-term relationships with clients, helping them achieve their financial goals.
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.
1
2
CT
08/07/2009 - Present
Concourse Financial Group Securities, Inc. (West Hartford CT)
IN
07/08/2000 - 02/26/2002
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NH
09/23/1999 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
NY
10/24/1995 - 06/19/1996
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 06/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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