ADVISOR BIO

Jason Jeffrey Allen is a financial advisor with over 20 years of experience in the industry. Jason currently works with Avantax Advisory Services. Previously, Jason worked with 1ST GLOBAL CAPITAL CORP., CLARK SECURITIES, INC., and AMERITRADE. Jason is registered in all 50 states and has a Series 63, Series 7, Series 24 and SIE. Jason holds the Certified Financial Planner designation. Jason provides financial planning, pension consulting, portfolio management, and educational seminars.

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ADVISOR BIO

Jason Gabriele is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Dallas, TX. Jason has been in the industry since 2000. Jason is registered with the state of Texas to offer investment advisory services.

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ADVISOR BIO

Jason C. Golz is a financial advisor registered with J.p. Morgan Securities LLC. Jason is based in Dallas, Texas and has been in the industry since 2023. Jason holds Series 66, 7TO and SIE licenses. Jason specializes in providing financial advice to individual investors, businesses, high-net-worth individuals, and pension and profit-sharing plans. Jason also offers financial planning and portfolio management services.

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ADVISOR BIO

Jason Brownstein is an investment advisor representative with LPL Financial LLC. Jason is licensed to provide investment advice in Texas. Jason has been in the industry since April 2022. Prior to joining LPL Financial LLC, Jason worked for CHARLES SCHWAB & CO., INC. Jason holds the Series 63, Series 65, Series 7TO, and SIE licenses.

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Jason Roy is a financial advisor with Avantax Advisory Services. Jason has been in the industry since August 2008 and has a Series 7, Series 66, and SIE licenses. Jason is registered in Arizona, Connecticut, Florida, Idaho, Maine, Massachusetts, New Hampshire, New Mexico, North Carolina, South Carolina, and Virginia. Jason also has a background in accounting and has experience providing financial planning, pension consulting, and portfolio management services.

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Jason Anthony Bottenfield is a financial advisor with Steward Partners Investment Advisory, LLC. Jason has been in the financial services industry since 2004. Jason has a broad range of experience in the industry, having worked with firms such as Morgan Stanley and Raymond James Financial Services, Inc. Jason specializes in helping individuals, families, and businesses with their financial planning needs. Jason is committed to providing personalized advice and guidance to his clients, helping them to achieve their financial goals.

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ADVISOR BIO

Javier Fuentes is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Javier has been in the securities industry since August 2011. Javier Ernesto Fuentes is licensed to provide investment advice in 54 states, Puerto Rico and the U.S. Virgin Islands. Javier currently holds the Series 7, 9, 10, 63, and 66 securities licenses, and the SIE. Javier Fuentes has previously been registered with Fidelity Brokerage Services LLC.

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Jaysen D Marquis is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc., a firm with over $1 trillion in assets under management. Jaysen has been in the financial industry since 2010 and holds a Series 7, Series 63, Series 65, and Series 79TO license. Jaysen provides a range of services to clients, including portfolio management for individuals and businesses, pension consulting, and educational seminars. In addition to Jaysen's professional experience, Jaysen serves as a Committee Member for the Financial Executives International - Dallas chapter, a networking organization for finance professionals.

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ADVISOR BIO

Jayson Zhou is a financial advisor associated with TKC Wealth Management LLC. Jayson Zhou is registered with FINRA and is licensed in Texas. Jayson Zhou has 5 years of experience in the securities industry. Jayson Zhou has passed the Series 99TO, SIE, and Series 66 exams. Jayson Zhou specializes in portfolio management for individuals and businesses, as well as pension consulting. Jayson Zhou has experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans.

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ADVISOR BIO

Jayson Coleman Bales is a financial advisor with over 24 years of experience in the financial services industry. Jayson is currently registered with Robert W. Baird & Co. Inc. in Texas and Florida and has a strong track record of providing personalized financial advice to individuals, families, and businesses. Previously, Jayson worked with MML INVESTORS SERVICES, LLC, METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Jayson is committed to helping clients achieve their financial goals and is passionate about helping them navigate the complex world of finance.

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