Jason Margeson
Jason Margeson is a registered investment advisor at Bankers Life Advisory Services, INC., based in Scarborough, ME, with 3 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,822 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bankers Life Advisory Services (BLAS) charges an annual fee for managing your investment portfolio, ranging from 0.50% to 2.5% of the portfolio's value. This fee is negotiable. The fee is deducted from your account quarterly in advance.
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.