Jason Jones is a CFP-designated registered investment advisor, based in Providence, UT, with 25 years of industry experience.
Location
286 N Gateway Dr Suite 202, Providence, UT, 84332
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is a sales associate at National Card Payments, spending a few hours per week there. He is also a managing member of JRJ Financial Services Inc. and Cache Financial, where he provides tax advising, insurance/annuity sales and service, and securities product/investment advisory services, dedicating about 10-20% of his time to each. Finally, Jason is an IAR at Portside Wealth Group, spending about half his time there.
Employment History
Current Registrations
Portside Wealth Group, LLC
The Leaders Group, INC.Broker
The Leaders Group, INC.
Previous Registrations
Dfpg Investments, LLCBroker
Townsquare Capital, LLC
Allegis Investment Services, LLCBroker
Allegis Investment Advisors, LLC
Symetra Investment Services, INC.
Signator Financial Services, INC.Broker
Insphere Securities, INC.Broker
Equity Services, INC.Broker
Park Avenue Securities LLCBroker
H.D. Vest Investment Securities, INC.Broker
Mony Securities CORP.Broker
State Registrations6 states
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