Unclaimed
Jason Wayne Veinot is a financial advisor with Advisory Services Network. Jason is an investment advisor representative with the firm and has been in the industry for over 20 years. Jason has passed the Series 7, Series 24 and Series 63 examinations, and holds the Series 65 license. Jason is licensed to provide financial advisory services in Kentucky. Advisory Services Network is a firm based in Atlanta, GA that manages over 6 billion dollars in assets. The firm provides financial planning and portfolio management services for individuals, high-net-worth individuals, charitable organizations, corporations and businesses, pension and profit-sharing plans, and state or municipal government entities.
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.
Helps you choose top advisors aligned with your financial goals.
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
GA
10/02/2013 - Present
Advisory Services Network (ATLANTA GA)
KY
11/03/2009 - 01/20/2012
BROKERSXPRESS LLC (LEXINGTON KY)
KY
02/03/2001 - 11/25/2009
AMERITAS INVESTMENT CORP. (LEXINGTON KY)
MN
01/26/1999 - 02/01/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/26/1999 - 02/01/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jason Veinot is the right advisor for you? Invested Better is here to help.