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Pension Consulting Services Advisors in Arizona
5,404 Results
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Cetera Investment Advisers LLC | CFP ® (Certifications)

location

PHOENIX, AZ

experience

24 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Jason Covington is a financial advisor with Cetera Investment Advisers LLC in Phoenix, Arizona. Jason Covington has been working in the financial services industry since March 2001 and has been registered with Cetera Investment Advisers LLC since November 2023. Jason Covington is a Certified Financial Planner. Jason Covington offers a variety of financial services, including financial planning, portfolio management, and pension consulting. Jason Covington has experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

PHOENIX, AZ

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jason Vincent Kunz is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Phoenix, Arizona. Jason has been in the financial services industry for over 20 years and is licensed to sell securities in Arizona, California, Colorado, Florida, Georgia, Illinois, Maryland, Michigan, Minnesota, New Jersey, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington and Wisconsin. Jason holds the Series 6, 7, 9, 10, 63 and SIE licenses and is a registered principal with Raymond James Financial Services Advisors, Inc. Jason's experience and expertise in financial planning, portfolio management and other advisory services make him a valuable resource for individuals, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Ameriprise Financial Services, LLC

location

SCOTTSDALE, AZ

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jason Thomas Schuler is a financial advisor with Ameriprise Financial Services, LLC. Jason has been in the financial services industry since 2000, with experience at both Ameriprise and IDS Life Insurance Company. Jason is currently registered with FINRA and holds the Series 66, Series 7 and SIE exams. Jason has experience working with a range of clients including high net worth individuals, trusts and estates, insurance companies, charitable organizations, pension and profit sharing plans and corporations or other businesses. Ameriprise Financial Services, LLC provides financial advice and services to individuals, families and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Robert W. Baird & Co. Inc.

location

Tucson, AZ

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Jason Turetzky is a financial advisor with Robert W. Baird & Co. Inc. located in Tucson, AZ. Jason has been in the financial services industry since 1999, offering a wide range of financial services including financial planning, portfolio management, and investment advisory services. Jason holds Series 7 and Series 63 securities licenses, as well as a Series 65 investment advisor license. Prior to joining Robert W. Baird & Co. Inc., Jason worked at WELLS FARGO CLEARING SERVICES, LLC and A. G. EDWARDS & SONS, INC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

UBS Financial Services Inc.

location

PHOENIX, AZ

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jason Ladner is a financial advisor currently registered with UBS Financial Services Inc. Jason is licensed to provide investment advice in Arizona, California, Colorado, Florida, Georgia, Illinois, Maryland, Michigan, Missouri, Montana, New Jersey, New York, Oregon, South Carolina, Texas, Virginia, and Washington. Jason has been working in the financial services industry since April 4, 2000. Prior to joining UBS Financial Services Inc., Jason was employed at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

GOODYEAR, AZ

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Jason Legrand Slade is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Jason has been in the securities industry since September 17, 1997. Jason is registered with the state of Texas as an investment advisor representative. Jason has also been associated with EDWARD JONES and ING FINANCIAL ADVISERS, LLC in the past.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Fidelity Personal AND Workplace Advisors

location

TEMPE, AZ

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jason R Kane is a financial advisor at Fidelity Personal And Workplace Advisors. Jason has been in the industry since March 2022. Jason specializes in portfolio management for individuals and businesses, and also provides financial planning and educational seminars. Jason is registered to provide investment advice in 53 states and the District of Columbia.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Commonwealth Financial Network

location

PRESCOTT, AZ

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Jason Robert Hosler is a financial advisor associated with Commonwealth Financial Network. He has been in the financial industry since 2012 and has been registered with the state of Arizona since 2012. Jason is a Registered Representative, an Investment Advisor Representative, and holds the Series 66, Series 7, and SIE licenses. Jason is also the owner of Hosler Holdings, LLC. Jason specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHANDLER, AZ

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Jason Finke is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jason holds licenses in both the Broker-Dealer and Investment Advisor capacities. Jason has been a financial advisor for over 10 years, and has a wide range of experience helping clients reach their financial goals. Jason is a registered representative in 54 states and holds a Series 66 license. Jason is committed to providing his clients with personalized financial advice and guidance.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Ameriprise Financial Services, LLC

location

Gilbert, AZ

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Jason Jensen is a financial advisor who has been in the industry since April 2008. Jason is registered with Ameriprise Financial Services, LLC. Jason is licensed in Arizona, Arkansas, California, Idaho, Indiana, Iowa, Nebraska, New York, North Carolina, Ohio, Texas, and Wisconsin. Jason's previous employers include American Wealth Management, INC., United Planners' Financial Services of America a Limited Partner, Wells Fargo Clearing Services, LLC, and Wells Fargo Investments, LLC. Jason holds Series 66, Series 7, and SIE licenses. Jason specializes in various areas of finance, including Retirement Planning, Education Planning, Insurance Planning, Estate Planning, and Asset Management. Jason is a member of the Ameriprise Financial Services, LLC team. The team has been providing financial advice and services to individuals, families, and businesses for over 100 years. Ameriprise Financial Services, LLC has a strong commitment to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals

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