Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jayson? Claim Your ProfileJayson Jaquess is a financial advisor at The Mather Group, LLC. Jayson is licensed in 14 states, including Texas, and has been working in the financial industry since 2020. Jayson earned the Certified Financial Planner designation and holds the Series 66, 7TO, and SIE licenses. Jayson Jaquess specializes in providing financial planning, educational seminars, and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of total net worth
1
2
TX
11/25/2024 - Present
THE Mather Group, LLC (Houston TX)
TX
02/10/2023 - 12/31/2023
TD AMERITRADE, INC. (HOUSTON TX)
BOTH
Issued 10/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Jayson Jaquess is the right advisor for you? Invested Better is here to help.
