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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Victor Rizkallah is a financial advisor in Tysons, VA. Jason is a registered Investment Advisor Representative with McLean Asset Management Corp. Prior to joining McLean Asset Management Corp. in 2019, Jason worked at Charles Schwab & Co., Inc., in Gaithersburg, MD. Jason has obtained the Series 66, Series 7 and SIE licenses. Jason has a number of designations including Certified Financial Planner and Chartered Financial Consultant. Jason is a Board Member of Montgomery Countryside Alliance, Inc. which promotes sound economic land use and transportation policies and programs.
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.
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VA
10/02/2019 - Present
McLean Asset Management Corp. (TYSONS VA)
MD
12/05/2012 - 09/17/2019
CHARLES SCHWAB & CO., INC. (Gaithersburg MD)
VA
04/27/2010 - 11/27/2012
CAPITAL ONE INVESTMENT SERVICES LLC (MCLEAN VA)
MD
12/13/2006 - 05/01/2010
CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)
BOTH
Issued 01/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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