Years of Experience
5-20+ Years
TUCSON, AZ
0 Disclosures
ADVISOR BIO
Jared Keating is a financial advisor with Secure Investment Management, LLC. Jared holds the Series 7, Series 66, and SIE licenses and is also a Certified Financial Planner. Jared has been a financial advisor for over 10 years, having previously worked for Edward Jones. Jared is an active member of the community and is dedicated to helping clients achieve their financial goals.
SPECIALIZATIONS
Tucson, AZ
25 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
TUCSON, AZ
0 Disclosures
ADVISOR BIO
Jason Ruther is a financial advisor with Capital West Partners, LLC, a Registered Investment Advisor firm based in Tucson, Arizona. Jason has been active in the financial services industry since August 1996. Prior to joining Capital West Partners, LLC, Jason was associated with Raymond James Financial Services, Inc. in St. Petersburg, Florida. Jason is a registered investment advisor in Arizona.
SPECIALIZATIONS
TUCSON, AZ
0 Disclosures
ADVISOR BIO
Jason C. Crane is a financial advisor at Capital West Partners, LLC. Jason is registered with the state of Arizona. Jason has been working in the financial services industry since January 2001 and has a background at Raymond James Financial Services, Inc. and Sutro & Co. Incorporated. Jason is also a Chartered Financial Analyst.
SPECIALIZATIONS
TUCSON, AZ
5 Years Experience
0 Disclosures
ADVISOR BIO
Jason Allan Amadori is a financial advisor with Wells Fargo Clearing Services, LLC in Tucson, Arizona. Jason has been in the industry since September 2019 and is licensed to sell securities in Arizona. Jason's areas of specialization include investment company products, variable contracts, and securities. He has passed the Series 6TO, SIE and Series 63 exams.
SPECIALIZATIONS
TUCSON, AZ
0 Disclosures
ADVISOR BIO
Jason Deeds is an investment advisor representative for Treiberg Wealth Management. Jason has been in the industry for over 15 years, and specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. Jason is registered with the state of Arizona as an Investment Advisor Representative. Jason has been affiliated with LPL Financial LLC since 2019. In addition to Jason's work with Treiberg Wealth Management, Jason also provides administrative support for Treiberg Wealth Management, an independent investment advisor firm. Jason's dedication to providing personalized financial guidance to clients has helped Jason build a reputation as a trusted advisor.
SPECIALIZATIONS
TUCSON, AZ
10 Years Experience
0 Disclosures
ADVISOR BIO
Jason Dalen is a financial advisor who has been in the industry since 2015. Jason is currently registered with RBC Capital Markets, LLC, and has previously worked with UBS Financial Services Inc. Jason has a wide range of experience in the financial services industry, including working with individuals, corporations, and institutions. Jason has a strong track record of success and is committed to providing his clients with the highest quality of service.
SPECIALIZATIONS
Tucson, AZ
17 Years Experience
1 Disclosures
ADVISOR BIO
Jason Robinson is a financial advisor with MML Investors Services, LLC. Jason has been in the financial industry since January 2008. Jason is licensed in Arizona and Texas. Jason holds the Series 6, 7, 24, 63, and 65 licenses, as well as the SIE. Jason is also a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC). Jason has experience in providing financial planning, investment advice, and portfolio management services to individuals, businesses, and institutions.
SPECIALIZATIONS
TUCSON, AZ
1 Disclosures
ADVISOR BIO
Jason Lazarow is a financial advisor with over 10 years of experience in the industry. Jason is currently registered with the state of Arizona as an Investment Advisor Representative (IAR) and with the state of Texas as an IAR. Jason works with high-net-worth individuals and individuals other than high-net-worth. Jason is affiliated with Lazarow Wealth Management, an independent investment advisor firm based in Tucson, Arizona. The firm provides a range of financial planning and investment management services to individuals and businesses.
SPECIALIZATIONS
TUCSON, AZ
6 Years Experience
0 Disclosures
ADVISOR BIO
Jason Toyos is a financial professional with over 5 years of experience in the industry. Jason is currently registered with J.p. Morgan Securities LLC and is located in Tucson, Arizona. Prior to that, Jason was employed by Wells Fargo Clearing Services, LLC in Tucson, Arizona. Jason holds the Series 6, Series 63, and SIE licenses. Jason specializes in providing financial advice and portfolio management services to a variety of clients, including individuals, corporations, and charitable organizations.
SPECIALIZATIONS