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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Benson is a financial advisor with LPL Financial LLC. Jason has been in the financial services industry since 1999 and has experience working with a variety of clients including individuals, families, businesses, and charitable organizations. Jason holds licenses in multiple states including Texas, Oklahoma, and Arkansas and has Series 7 and 63 securities licenses as well as a Series 65 investment advisor representative license.
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.
Consulting and other non-discretionary advisory services
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.
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2
OK
11/29/2017 - Present
LPL Financial LLC (VINITA OK)
OK
06/01/2011 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (VINITA OK)
OK
03/19/2009 - 06/10/2011
UVEST FINANCIAL SERVICES GROUP, INC. (MONKEY ISLAND OK)
KS
07/22/2008 - 04/16/2009
LPL FINANCIAL CORPORATION (OVERLAND PARK KS)
AR
10/05/2004 - 03/26/2007
CITIGROUP GLOBAL MARKETS INC. (SILOAM SPRINGS AR)
MO
05/24/1999 - 10/11/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 07/23/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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