Jason Margeson
Jason Margeson is a registered investment advisor at Bankers Life Advisory Services, INC., based in Scarborough, ME, with 4 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 14,314 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range from 0.50% to 2.50% annually and are negotiable based on portfolio size and other business considerations.
Fee Estimator
Location
360 US Route 1, Ste 202, Scarborough, ME, 04074
Get directionsHistory
Regulatory History (1)
Criminal
August 2010Other Business ActivitiesSells Insurance
Jason is a Unit Field Trainer for Bankers Life & Casualty, recruiting and training insurance agents. He is also appointed with KFA through BLC, allowing agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. This takes about half of Jason's time.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
State Registrations1 state
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
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