Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jayson? Claim Your ProfileJayson Coleman Bales is a financial advisor with over 24 years of experience in the financial services industry. Jayson is currently registered with Robert W. Baird & Co. Inc. in Texas and Florida and has a strong track record of providing personalized financial advice to individuals, families, and businesses. Previously, Jayson worked with MML INVESTORS SERVICES, LLC, METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Jayson is committed to helping clients achieve their financial goals and is passionate about helping them navigate the complex world of finance.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Hard dollar payments for research
1
2
TX
03/12/2012 - Present
Robert W. Baird & Co. Inc. (Dallas TX)
TX
02/04/1999 - 04/11/2012
MML INVESTORS SERVICES, LLC (ADDISON TX)
MA
10/20/1998 - 02/03/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/20/1998 - 02/03/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 03/17/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jayson Bales is the right advisor for you? Invested Better is here to help.
