Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Harper is a financial advisor with Calton & Associates, Inc. Jason is a registered representative with over 24 years of experience in the financial services industry. Jason specializes in financial planning, portfolio management, and providing advice to individuals, families, and businesses. Jason is also a Registered Principal with the firm. Before joining Calton & Associates, Inc., Jason worked at Dominion Investor Services, Inc. and Securities America, Inc. Jason holds the Series 7, 63, 66, and 24 securities licenses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
06/30/2023 - Present
Calton & Associates, Inc. (Marble Falls TX)
TX
08/20/2018 - 07/20/2023
DOMINION INVESTOR SERVICES, INC. (NEMO TX)
TX
02/13/2012 - 08/21/2018
SECURITIES AMERICA, INC. (Rainbow TX)
TX
06/13/2011 - 02/07/2012
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MIDLAND TX)
TX
06/09/2009 - 06/15/2011
CENTAURUS FINANCIAL, INC. (ANDREWS TX)
TX
01/22/2002 - 06/16/2009
LPL FINANCIAL CORPORATION (ANDREWS TX)
MO
07/14/1998 - 01/24/2002
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 03/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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