JA
CFP
JA
CFP

Jason Arbetter

16 Years of Experience
Bend, OR
Broker

Jason Arbetter is a CFP-designated registered investment advisor, based in Bend, OR, with 16 years of industry experience.

Location

1947 N.W. 1st St., Bend, OR, 97703

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jason owns rental property in Bend, OR since 2019. He is also an advisory representative of a RIA, spending about half his time on investment-related activities. Finally, Jason is the treasurer for Bend Paddle Trail Alliance, a nature society, dedicating minimal time to this role.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
August 2019 - Present · 6 yrs 9 mos
Cambridge Investment Research Advisors, INC.
August 2019 - Present · 6 yrs 9 mos
Cambridge Investment Research, INC.
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
Securities America Advisors, INC.
March 2012 - August 2019 · 7 yrs 5 mos
Securities America, INC.Broker
November 2010 - August 2019 · 8 yrs 9 mos
UBS Financial Services INC.Broker
October 2007 - November 2008 · 1 yr 1 mo
State Registrations28 states
AZCACOCTFLGAIAILINMAMDMIMONCNHNJNMNYOHORPASCTXVAVTWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jason Arbetter - Financial Advisor | TrueAdvisor