Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Bohmann is a financial advisor with over 25 years of experience in the industry. Jason is currently registered with Osaic Wealth, Inc. in Texas. Before joining Osaic Wealth, Inc., Jason worked for Securities America, Inc. and Securities Service Network, LLC. Jason holds Series 6, 7, 63, and 66 licenses and has a strong track record of providing financial advice to individuals, families, and businesses. Jason is committed to helping clients achieve their financial goals and is passionate about educating clients about financial planning. Jason specializes in financial planning, portfolio management, and insurance.
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
TX
06/14/2024 - Present
Osaic Wealth, Inc. (Houston TX)
TX
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Houston TX)
TX
07/31/2017 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Houston TX)
TX
11/17/2008 - 08/03/2017
PRINCIPAL SECURITIES, INC. (HOUSTON TX)
TX
04/28/2003 - 11/07/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HOUSTON TX)
TX
03/27/1996 - 08/29/2001
A I M DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 12/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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