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Financial Advisors in Kentucky
5,932 Results
Unclaimed

UBS Financial Services Inc. | CFP ® (Certifications)

location

LOUISVILLE, KY

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Jason Edward Pryor is a financial advisor with over 20 years of experience in the industry. Jason is currently registered with UBS Financial Services Inc. and Raymond James Financial Services Advisors, Inc., serving clients in Kentucky and Pennsylvania. Jason holds several professional designations, including Certified Financial Planner. Jason offers a range of services including financial planning, pension consulting, and portfolio management.

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

LPL Financial LLC

location

DANVILLE, KY

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Jason Cullen is a financial advisor with LPL Financial LLC in DANVILLE, KY. Jason has been in the financial industry since 2008. Jason has passed both the Series 7 and the Series 66 exams. Jason is also registered to offer investment advisory services. Prior to joining LPL Financial LLC, Jason worked at J.P. MORGAN SECURITIES LLC in LEXINGTON, KY and J.P. MORGAN SECURITIES INC. in NEWARK, DE. Jason is a member of the Boyle County Fiscal Court, a non-profit board member, and a pilot.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Investment Distributors, Inc.

location

Covington, KY

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Jason Dinan is a financial professional with Investment Distributors, Inc. Jason has been in the industry since August 6, 2022. Jason holds Series 63, Series 6TO, and SIE licenses. Jason is registered in Missouri. Jason's firm is located in Covington, KY.

SPECIALIZATIONS

No specializations listed.

Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

LOUISVILLE, KY

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Jason Neale Magar is a financial advisor who has been in the industry since 2007. Jason is currently registered with LPL Financial LLC. Jason is registered in 24 states and has Series 66, Series 7 and SIE licenses. Jason has been registered with Securities America, Inc. previously. Jason's specializations include retirement planning, college savings, investment management, estate planning, insurance and tax planning. Jason is a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Jason Chaney is a registered representative with Fidelity Brokerage Services LLC. Jason is licensed to offer securities in 53 states and the District of Columbia. Jason has been in the securities industry since 2011 and holds the Series 7 and Series 63 licenses as well as the SIE.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Northwestern Mutual Investment Services, LLC

location

LOUISVILLE, KY

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Jason Sterrett is a registered representative with Northwestern Mutual Investment Services, LLC, a firm headquartered in Milwaukee, WI. Jason has been in the industry since 2015 and is registered in Kentucky and Mississippi. Jason’s professional experience includes time with PwC and Mark Kull. Jason holds the Series 66, Series 7, and SIE licenses.

SPECIALIZATIONS

INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS
Unclaimed

Private Client Services, LLC

location

LOUISVILLE, KY

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Jason Langley is a financial advisor with Private Client Services, LLC. Jason has been in the financial services industry since 2000. Jason is registered in multiple states to provide advisory services. Jason also provides tax preparation and consulting services for individuals and businesses. Jason is committed to helping clients achieve their financial goals through personalized advice and service.

SPECIALIZATIONS

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

State Farm VP Management Corp.

location

Lexington, KY

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Jason Elkins is a financial professional with over 12 years of experience in the financial services industry. Currently, Jason is registered with State Farm VP Management Corp. and holds licenses to operate in Kentucky, Ohio and West Virginia. Jason has held previous roles with State Farm VP Management Corp. and Northwestern Mutual Investment Services, LLC. Jason is also a Series 6 and Series 63 license holder.

SPECIALIZATIONS

No specializations listed.

Unclaimed

LPL Financial LLC

location

SALEM, KY

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Jason Berry is a financial advisor with LPL Financial LLC. Jason has been in the financial services industry since December 2014. Jason holds licenses in Illinois, Indiana, Kentucky, and Ohio. He is also a registered representative in Kentucky. Jason has a combined state law examination and Series 7 and SIE exams. He has worked with clients of all types. Jason is an investment advisor representative for LPL Financial LLC. He has worked for Edward Jones previously.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Robert W. Baird & Co. Inc.

location

Louisville, KY

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Jason Delucia is a financial advisor with over 20 years of experience in the financial services industry. Jason is currently registered with Robert W. Baird & Co. Inc. and is based in Louisville, Kentucky. Jason holds a Series 6, 7 and 63 license. Prior to his role at Robert W. Baird & Co. Inc., Jason worked at Lincoln Financial Distributors, Inc., John Hancock Funds, LLC, John Hancock Distributors LLC and Manulife Wood Logan, Inc.. Jason specializes in providing financial advice to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, 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
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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