Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jayson? Claim Your ProfileJayson King is a financial professional with over 15 years of experience in the industry. Jayson is currently registered with TIAA-CREF Individual & Institutional Services, LLC and has previously worked with METLIFE INVESTORS DISTRIBUTION COMPANY, CFD INVESTMENTS, INC., NYLIFE SECURITIES LLC, and JBS LIBERTY SECURITIES, INC. Jayson is a Series 6, 7TO, 26, and 63 licensed professional. Jayson specializes in portfolio management for individuals, selection of other advisors, and financial planning.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
01/22/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
08/27/2013 - 11/06/2014
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
NC
04/02/2012 - 07/01/2013
CFD INVESTMENTS, INC. (CHARLOTTE NC)
NC
01/24/2011 - 10/06/2011
NYLIFE SECURITIES LLC (CHARLOTTE NC)
NC
12/13/2007 - 12/31/2010
JBS LIBERTY SECURITIES, INC. (CHARLOTTE NC)
BC
Issued 02/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/24/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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