Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Middleton is a financial advisor with LPL Financial LLC in LOUISVILLE, KY. Jason has been working in the financial services industry since 1996. Jason is licensed to offer securities and investment advice in multiple states, including Kentucky, Texas, New York, Ohio, Indiana, Colorado, and South Carolina.
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.
Consulting and other non-discretionary advisory services
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.
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KY
11/17/2016 - Present
LPL Financial LLC (LOUISVILLE KY)
KY
05/30/2006 - 08/22/2008
NORTHEAST SECURITIES, INC. (LOUISVILLE KY)
KY
08/06/1996 - 05/16/2006
AMERIPRISE FINANCIAL SERVICES, INC. (LOUISVILLE KY)
MN
08/06/1996 - 05/16/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
KY
07/24/1992 - 03/24/1993
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
BC
Issued 08/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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