Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason W John has over 19 years of experience in the financial industry. Jason is a registered representative with Osaic Institutions, Inc. and has worked for various financial institutions in the past including ESSEX NATIONAL SECURITIES, LLC, LPL FINANCIAL LLC, and NATCITY INVESTMENTS, INC. Jason is licensed to offer investment advice in several states including Florida, Maryland, Ohio, Pennsylvania, South Carolina, and Texas. Jason holds several licenses including Series 6, Series 7, Series 63, and Series 65. Jason is a dedicated financial advisor who provides personalized financial planning and portfolio management services to a variety of clients, including individuals, families, and businesses. Jason is also a trusted resource for financial information and education. Jason is committed to 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
PA
01/13/2022 - Present
Osaic Institutions, Inc. (Homestead PA)
PA
12/18/2014 - 10/16/2015
ESSEX NATIONAL SECURITIES, LLC (PITTSBURGH PA)
PA
09/04/2009 - 12/08/2014
LPL FINANCIAL LLC (PITTSBURGH PA)
PA
06/10/2003 - 09/08/2009
NATCITY INVESTMENTS, INC. (IMPERIAL PA)
IA
Issued 07/05/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/09/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jason John is the right advisor for you? Invested Better is here to help.
