Jason Pinney is a registered investment advisor, based in Edmond, OK, with 19 years of industry experience.
Location
869 East 33rd St, Edmond, OK, 73013
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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 agent for individual life, health, group life, and group health insurance since 2014, dedicating a few hours per week. He is also a managing member of Cornerstone Property & Casualty, LLC, assisting clients with their P&C needs, and a general partner at Cornerstone Wealth Management, spending full-time hours in this role.
Employment History
Current Registrations
Ifp Securities, LLCBroker
Independent Financial Partners
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Arvest Asset Management
Arvest Asset ManagementBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
State Registrations14 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.