Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Lind is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Ft Worth, TX. Jason has been in the financial industry for over 20 years. Jason holds a Series 7 and Series 66 securities license and is also registered to provide investment advice in Texas. In addition to their role at Cambridge Investment Research Advisors, Inc., Jason also works as an independent insurance agent for various insurance companies. Jason specializes in financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for individuals and businesses.
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.
Solicitation fees from 3rd party money managers
1
2
TX
10/04/2019 - Present
Cambridge Investment Research Advisors, Inc. (Ft Worth TX)
TX
09/22/2009 - 10/10/2019
FSC SECURITIES CORPORATION (FORT WORTH TX)
TX
01/09/2004 - 09/22/2009
BFT FINANCIAL GROUP, LLC (SOUTHLAKE TX)
MD
08/28/2002 - 01/07/2004
H. BECK, INC. (ROCKVILLE MD)
BOTH
Issued 10/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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