Jason Costner is a CFP-designated registered investment advisor, based in Timonium, MD, with 22 years of industry experience.
Location
201 West Padonia Road, Suite 600, Timonium, MD, 21093-2115
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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 financial advisor at WABC Wealth Management Services. He is also an agent at Avantax Insurance Agency/Services, selling insurance products and dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Capital CORP.Broker
1st Global Advisors INC
Fsc Securities Corporation
Fsc Securities CorporationBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.