Unclaimed
Jason William Jett is a financial advisor with LPL Financial LLC. Jason has been in the industry since July 14, 2010 and has been registered in Indiana since August 5, 2024. Jason previously worked at OSAIC WEALTH, INC., SIGNATOR INVESTORS, INC., TRANSAMERICA FINANCIAL ADVISORS, INC, and JACKSON NATIONAL LIFE DISTRIBUTORS LLC. Jason holds the Series 66, Series 7 and SIE licenses. Jason's areas of expertise include portfolio management for businesses and individuals, and financial planning. Jason is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
1
2
IN
08/05/2024 - Present
LPL Financial LLC (EVANSVILLE IN)
IN
11/02/2018 - 08/08/2024
OSAIC WEALTH, INC. (EVANSVILLE IN)
IN
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (EVANSVILLE IN)
IN
11/05/2014 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (EVANSVILLE IN)
TN
07/17/2014 - 11/14/2014
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
IN
07/15/2010 - 07/21/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (EVANSVILLE IN)
BOTH
Issued 10/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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