Unclaimed
Jason Victor Weiler is a financial advisor registered with UMB Financial Services, Inc. He is licensed in Florida, Iowa, Kansas, Missouri, Oklahoma, and South Dakota. Jason has been working in the financial industry since 2002. Jason has a Series 7 and a Series 63 license as well as a Series SIE designation.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MO
03/13/2002 - Present
UMB Financial Services, Inc. (KANSAS CITY MO)
BC
Issued 05/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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