Jason Worley (CRD# 2705199) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Branson, MO and has over 27 years of experience in the finance industry.
CRD# 4723050
Tri-lakes Financial Services, LLC
CRD# 7024883
Edward Jones
CRD# 7003017
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Sep 2021 - Current | 2 |
| Unemployed | Shawnee, KS | May 2021 - Sep 2021 | < 1 |
| Sunset Financial Services, Inc. | Kansas City, MO | Apr 2021 - May 2021 | < 1 |
| Kansas City Life Insurance Company | Kansas City, MO | Apr 2021 - May 2021 | < 1 |
| Waddell & Reed | Overland Park, KS | Sep 2018 - Apr 2021 | 2 |
| Unemployed | Shawnee, KS | Jun 2018 - Sep 2018 | < 1 |
| Axa Advisors, LLC | New York, NY | Apr 2006 - Jun 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1996 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1999 |
- KS
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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