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 Summers is a financial advisor with Osaic Wealth, Inc. located in Albia, Iowa. Jason has been in the financial industry since April 17, 2000. He is licensed to sell securities in 14 states and has held a variety of positions in the industry. Jason's current employment is with Osaic Wealth, Inc. where he is registered as a registered representative (RA) in Iowa. Prior to this, he was employed by Sagepoint Financial, Inc., Berthel, Fisher & Company Financial Services, Inc., Multi-Financial Securities Corporation, and VSR Financial Services, Inc. Jason is also the owner of Summers Insurance and is a State Representative for the State of Iowa. Jason is committed to providing his clients with the highest level of service and expertise.
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.
A percentage of the total value of assets under management is charged.
1
2
IA
09/01/2023 - Present
Osaic Wealth, Inc. (ALBIA IA)
IA
12/05/2011 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ALBIA IA)
IA
01/03/2008 - 12/06/2011
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (ALBIA IA)
IA
01/22/2003 - 01/16/2008
MULTI-FINANCIAL SECURITIES CORPORATION (ALBIA IA)
KS
03/28/2000 - 12/31/2002
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
BOTH
Issued 06/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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