Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Wayne Sandry is a financial advisor with Moneta Group Investment Advisors, LLC in Denver, Colorado. Jason has been in the financial industry for over 10 years and holds the Series 66, Series 7, and SIE licenses. Jason also holds the Certified Financial Planner designation. Jason is registered to provide investment advisory services in Colorado. Before joining Moneta Group, Jason worked at STEPHEN A. KOHN & ASSOCIATES, LTD. and FIRST ALLIED SECURITIES, INC. in Colorado.
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.
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CO
03/31/2023 - Present
Moneta Group Investment Advisors, LLC (Denver CO)
CO
05/13/2014 - 01/04/2017
STEPHEN A. KOHN & ASSOCIATES, LTD. (Greenwood Village CO)
CO
12/22/2012 - 05/16/2014
FIRST ALLIED SECURITIES, INC. (DENVER CO)
BOTH
Issued 04/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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