ADVISOR BIO

Jason Buttles is a financial professional with over 23 years of experience in the industry. He has a diverse background working with various firms, including J.P. Morgan Securities Inc., Hambricht & Quist LLC, and B. Riley Securities, Inc. Jason is currently registered with Emerson Equity LLC and B. Riley Securities, Inc. Jason specializes in providing financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. Jason is also experienced in managing private placement life insurance and insurance-dedicated funds.

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Jason King is a financial advisor with Charles Schwab & CO., Inc. Jason has been in the financial industry since 1996. Jason is licensed to provide financial advice in California and is registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative. Jason is also licensed as an Investment Advisor Representative (IAR) in California.

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ADVISOR BIO

Jason Niles Burch is a financial advisor with Ameriprise Financial Services, LLC. Jason is active in both the Broker-Dealer and Investment Advisor channels. Jason has been working in the financial industry since 1998 and has been with Ameriprise since 2009. Jason has a strong background in financial planning, portfolio management and retirement planning. Jason has also been a Registered Representative and Investment Advisor Representative for over 20 years.

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Jason Depetris is a financial advisor with over 13 years of experience in the industry. Jason is a Certified Financial Planner™ professional and holds the Series 6, 7TO, and 63 licenses. Jason is currently registered with Eagle Strategies LLC and is licensed in Arizona, California, Colorado, Florida, Illinois, Nevada, North Carolina, Rhode Island, Texas, and Washington. Jason has a strong track record of providing comprehensive financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and charitable organizations. Jason is committed to providing personalized financial advice and helping clients achieve their financial goals.

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Jason Enriqu Guevara-martinez is a financial advisor with Fidelity Personal AND Workplace Advisors. Jason has been in the financial services industry since November 2016 and has worked with Wells Fargo Clearing Services, LLC before joining Fidelity Personal AND Workplace Advisors in September 2022. Jason holds the Series 6, Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Jason is registered to provide investment advice in California and Texas. Jason specializes in providing financial planning, portfolio management, and educational seminars.

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Jason Dante Orsini is a financial advisor with Edward Jones, a firm with approximately $10 billion to $50 billion in assets under management. Jason has been in the industry since 1999 and currently holds Series 6, 7, 63 and 66 licenses. Jason is registered with FINRA and the states of Arizona, California, Colorado, Florida, Georgia, Idaho, Massachusetts, Michigan, Nevada, New Hampshire, New Jersey, North Carolina, Oregon, Texas, and Washington. Jason has a history of working with individuals, businesses, corporations, partnerships, investment clubs, limited liability companies, and charitable organizations. Jason has a strong understanding of the financial markets and provides financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors to clients.

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Jason Douglas Lock is a financial advisor with over 30 years of experience in the industry. Jason is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously held positions with BANC OF AMERICA INVESTMENT SERVICES, INC., WELLS FARGO INVESTMENTS, LLC, CAL FED INVESTMENTS, INVEST FINANCIAL CORPORATION, and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. Jason holds a variety of licenses and certifications, including Series 3, 4, 6, 7, 9, 10, 24, 52, 53, and 63. Jason provides a variety of financial services to individuals, businesses, and institutions. Jason's expertise includes portfolio management, financial planning, and retirement planning.

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ADVISOR BIO

Jason Kim is an advisor at J.P. Morgan Securities LLC and is registered in California, Florida, and Washington. Jason Kim has been in the industry for 1 year and is also registered as an Investment Advisor Representative. Jason Kim specializes in Retirement Planning, Mutual Funds, Variable Annuities, Life Insurance, and Annuities.

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Jason Theisen is a financial advisor with Cetera Investment Advisers LLC. Jason has been in the financial services industry for over 10 years, holding a Series 7, 66 and SIE license. Jason has experience providing financial planning, investment advice, and portfolio management services to individuals, families, and businesses.

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Jason Sheperd Parker is a financial advisor with Morgan Stanley. Jason has been in the industry since 2005 and is registered with both FINRA and the SEC. Jason holds Series 7, 9, 10, 63 and 65 securities licenses and the SIE.

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