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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 Halbrooks is a financial advisor registered with UBS Financial Services Inc.. Jason is a licensed representative in Texas and New York. Jason has been in the financial services industry since 2018 and has worked at Goldman Sachs & Co. LLC, Mercer Allied Company, L.P., and Edward Jones before joining UBS Financial Services Inc. Jason is able to provide financial planning, portfolio management for businesses and individuals, security ratings, pension consulting, educational seminars, publication of periodicals and selection of other advisers.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
08/25/2023 - Present
UBS Financial Services Inc. (DALLAS TX)
TX
01/04/2021 - 09/13/2023
GOLDMAN SACHS & CO. LLC (Irving TX)
TX
02/11/2020 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (DALLAS TX)
TX
08/22/2018 - 05/09/2019
EDWARD JONES (COLLEYVILLE TX)
BOTH
Issued 11/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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