Jason Beatty is a CFP-designated registered investment advisor, based in Springfield, IL, with 6 years of industry experience.
Location
3048 Spring Mill, Ste. B, Springfield, IL, 62704
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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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Jason works as a part-time intern at Rochester Tax Service, learning about taxes and tax preparation. This activity takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
June 2025 - Present · 1 yr 1 mo
Kestra Advisory Services, LLC
June 2025 - Present · 1 yr 1 mo
Previous Registrations
Edelman Financial Engines
November 2023 - June 2025 · 1 yr 7 mos
Capital Analysts
February 2023 - August 2023 · 6 mos
Lincoln Investment
February 2023 - August 2023 · 6 mos
Lincoln InvestmentBroker
February 2023 - August 2023 · 6 mos
VALIC Financial Advisors, INC.
August 2020 - January 2023 · 2 yrs 5 mos
VALIC Financial Advisors, INC.Broker
August 2020 - January 2023 · 2 yrs 5 mos
Morgan Stanley
March 2019 - May 2020 · 1 yr 2 mos
Morgan StanleyBroker
March 2019 - May 2020 · 1 yr 2 mos
Securian Financial Services, INC.
December 2018 - January 2019 · 1 mo
Securian Financial Services, INC.Broker
November 2018 - January 2019 · 2 mos
State Registrations2 states
ILMN
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.