Years of Experience
5-20+ Years
Mooresville, NC
0 Disclosures
ADVISOR BIO
Jason Dockery is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Jason is licensed in North Carolina and South Carolina. Jason has a Series 65 license. Jason has been in the industry since August of 2005. Jason specializes in retirement planning, college savings, and investment management. Jason also has experience in technology services.
SPECIALIZATIONS
IRVINE, CA
29 Years Experience
4 Disclosures
ADVISOR BIO
Jason Roberts Coles is a financial advisor who has been in the industry since 1995. Jason is currently registered with Centaurus Financial, Inc. Jason has been a registered representative of Centaurus Financial, Inc. since 2017. Previously, Jason was a registered representative of Financial West Group from 2011 to 2017. Jason is also a registered investment advisor representative in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Louisiana, Montana, Nevada, New York, Ohio, Oklahoma, Oregon, Texas, Virginia, and Washington. Jason holds the Series 6, 7, and 63 licenses. Jason holds the Series 65 license and the SIE license. Jason provides a range of services including financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
SPECIALIZATIONS
Northfield, MN
36 Years Experience
0 Disclosures
ADVISOR BIO
Jason Linder is a financial advisor at Cambridge Investment Research Advisors, Inc. in Northfield, MN. Jason has been in the financial services industry for over 34 years, and holds both Series 7 and Series 66 licenses. Jason has experience working with individual investors, businesses, and retirement plans. Jason is a registered representative of Cambridge Investment Research Advisors, Inc. and provides financial planning, portfolio management, and investment advisory services.
SPECIALIZATIONS
Kent, OH
11 Years Experience
0 Disclosures
ADVISOR BIO
Jason Wayne Young is an investment advisor representative at Cambridge Investment Research Advisors, Inc., located in Kent, OH. Jason Wayne Young has been working in the financial industry since 12/17/2013. Jason Wayne Young is registered with the state of Ohio and has a Series 7, Series 66, and SIE license. Cambridge Investment Research Advisors, Inc., is a financial advisory firm based in Fairfield, IA. Cambridge Investment Research Advisors, Inc., is a registered investment advisor with the SEC. The firm provides investment advice to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, state or municipal government entities, and individuals other than high-net-worth individuals.
SPECIALIZATIONS
Ft Worth, TX
23 Years Experience
0 Disclosures
ADVISOR BIO
Jason Lind is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Ft Worth, TX. Jason has been in the financial industry for over 20 years. Jason holds a Series 7 and Series 66 securities license and is also registered to provide investment advice in Texas. In addition to their role at Cambridge Investment Research Advisors, Inc., Jason also works as an independent insurance agent for various insurance companies. Jason specializes in financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for individuals and businesses.
SPECIALIZATIONS
COLORADO SPRINGS, CO
6 Years Experience
0 Disclosures
ADVISOR BIO
Jason Jorgenson is a financial advisor with GWN Securities Inc. Jason has been in the financial services industry since 2018. Jason is registered with the following states: Colorado, Florida, Georgia, Hawaii, Idaho, Ohio, South Carolina and Texas. Jason holds Series 6, Series 63, Series 65 and SIE licenses. Jason provides financial planning and portfolio management services to individual investors, families and small businesses. Jason's primary focus is on meeting his clients' financial goals.
SPECIALIZATIONS
Nashville, TN
18 Years Experience
0 Disclosures
ADVISOR BIO
Jason McKernan is an investment advisor representative with Cambridge Investment Research Advisors, Inc. based in Nashville, TN. Jason has been in the financial services industry since January 17, 2007. Jason has a wide range of experience, working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Prior to joining Cambridge, Jason worked for FSC Securities Corporation, Capital Guardian, LLC, TAG Securities, Inc., First Tennessee Brokerage, Inc., and H. Beck, Inc.
SPECIALIZATIONS
RAYTOWN, MO
25 Years Experience
0 Disclosures
ADVISOR BIO
Jason Forgy is an investment advisor representative at Cambridge Investment Research Advisors, Inc. based in Raytown, Missouri. Jason has been in the financial services industry since 1999 and has experience providing investment advice to individuals, families, and businesses. Jason is registered to provide investment advice in Kansas and Missouri.
SPECIALIZATIONS
Des Plaines, IL
19 Years Experience
5 Disclosures
ADVISOR BIO
Jason Seldomridge is a financial advisor who has been in the industry since 2006. Jason is currently registered with Cambridge Investment Research Advisors, Inc., and is located in Des Plaines, Illinois. Jason holds a variety of licenses and certifications including Series 6, 7, 26, 63 and 65 licenses. Jason has been involved in financial services with several firms over the course of their career, including LPL FINANCIAL LLC, CHASE INVESTMENT SERVICES CORP., and FIRST INVESTORS CORPORATION. Jason provides investment advice to a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. Jason's areas of expertise include financial planning, portfolio management, and selection of other advisors. Jason is committed to providing their clients with the highest quality financial advice and service.
SPECIALIZATIONS
PALM BEACH GARDENS, FL
20 Years Experience
0 Disclosures
ADVISOR BIO
Jason Laurenzo is a financial professional who has been in the industry since June 2005. Jason currently works with GWN Securities Inc. based in Palm Beach Gardens, FL. Jason also has a strong background in tax preparation and college planning, offering insurance and investment-related services through Northeast Wealth Management, LLC. With experience in various financial sectors, Jason is committed to providing comprehensive financial advice and planning services to clients across diverse backgrounds.
SPECIALIZATIONS