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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 Worley is a financial advisor with Cetera Investment Advisers LLC. Jason has been working in the financial industry since 1998 and has experience in various financial fields. Jason is registered with the state of Texas and is licensed to offer a variety of financial services, including financial planning, pension consulting, and portfolio management for individuals and businesses.
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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2
MO
06/29/2023 - Present
Cetera Investment Advisers LLC (BRANSON MO)
MO
05/18/2021 - 05/27/2021
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
KS
09/25/2018 - 04/07/2021
WADDELL & REED (OVERLAND PARK KS)
KS
05/19/2006 - 06/22/2018
AXA ADVISORS, LLC (OVERLAND PARK KS)
IL
10/06/2004 - 04/10/2006
FIRST MIDWEST SECURITIES, INC. (BLOOMINGTON IL)
NY
02/06/2001 - 10/04/2004
AXA ADVISORS, LLC (NEW YORK NY)
OK
08/24/1998 - 01/08/2001
AMERICAN INVESTMENT SERVICES, INC. (OKLAHOMA CITY OK)
AR
11/05/1997 - 06/12/1998
MASTERS FINANCIAL GROUP, INC. (LITTLE ROCK AR)
CA
10/18/1996 - 08/06/1997
SMITH CULVER INVESTMENTS (SAN FRANCISCO CA)
IA
Issued 09/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/04/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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