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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 William Browne is an investment advisor representative at Alexis Investment Partners, LLC. Jason William Browne has been in the financial services industry since 1995. Jason William Browne is a Chartered Financial Consultant and holds the Series 63, Series 65, Series 7 and Series 31 securities licenses. Jason William Browne specializes in Financial Planning, Pension Consulting, Portfolio Management for Businesses, Portfolio Management for Individuals and Portfolio Management for Investment Companies. Prior to joining Alexis Investment Partners, LLC, Jason William Browne was associated with FUNDX INVESTMENT GROUP, SOWELL MANAGEMENT SERVICES and QUASAR DISTRIBUTORS, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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2
TX
06/02/2021 - Present
Alexis Investment Partners, LLC (MONTGOMERY TX)
ME
02/07/2002 - 12/31/2008
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
NJ
09/01/1999 - 10/04/2000
THE LIGHTHOUSE ORGANIZATION, INC. (SHREWSBURY NJ)
TX
02/11/1996 - 07/23/1999
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
06/26/1995 - 02/13/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 10/26/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 06/23/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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