Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Tyrone Stanfield is a financial advisor with Global Retirement Partners LLC, with over 20 years of experience in the financial services industry. Jason has been registered as an Investment Advisor Representative (IAR) since 2020 and holds various licenses and certifications, including Series 7, Series 24, Series 53 and Series 66. He is also a Chartered Financial Consultant (ChFC). Jason has worked with various firms over the years, including Waddell & Reed, AXA Advisors, LLC and NYLIFE Securities LLC. Jason provides financial planning and investment advisory services to individuals, businesses, and retirement plans. He is committed to providing personalized financial advice and helping clients 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.
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
CA
05/28/2020 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
CO
08/25/2010 - 01/09/2017
WADDELL & REED (GRAND JUNCTION CO)
CO
02/12/2010 - 08/19/2010
AXA ADVISORS, LLC (GRAND JUNCTION CO)
CO
08/26/2005 - 02/05/2010
NYLIFE SECURITIES LLC (GRAND JUNCTION CO)
NY
11/30/2000 - 07/19/2005
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 03/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2003
Series 24 - General Securities Principal Examination
BC
Issued 11/14/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jason Stanfield is the right advisor for you? Invested Better is here to help.
