Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jayson? Claim Your ProfileJayson Capling has been a registered representative in the financial services industry since November 6, 2000. Jayson currently works at LPL Financial LLC in Grayson, KY. Jayson has previously worked at U.S. BANCORP INVESTMENTS, INC., Edward Jones, J.J.B. HILLIARD, W.L. LYONS, INC., Edward Jones, and FORT WASHINGTON BROKERAGE SERVICES, INC. Jayson has passed the Series 6, Series 7, Series 63, and Series 66 exams and has an active registration in Kentucky as a registered representative. Jayson specializes in a range of services including Retirement planning, college savings, investment management, and wealth management.
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
KY
12/07/2016 - Present
LPL Financial LLC (GRAYSON KY)
KY
04/04/2011 - 12/08/2016
U.S. BANCORP INVESTMENTS, INC. (AUGUSTA KY)
KY
02/28/2005 - 04/06/2011
EDWARD JONES (FLATWOODS KY)
KY
06/25/2004 - 03/03/2005
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
MO
09/06/2001 - 06/28/2004
EDWARD JONES (ST. LOUIS MO)
OH
11/06/2000 - 08/14/2001
FORT WASHINGTON BROKERAGE SERVICES, INC. (CINCINNATI OH)
BOTH
Issued 02/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jayson Capling is the right advisor for you? Invested Better is here to help.
