Jason Folsom (CRD# 4357310) is an Investment Advisor Representative working at Principal Securities, Inc. in Bettendorf, IA and has over 23 years of experience in the finance industry. Jason Folsom has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5419183
Ameriprise Financial Services, LLC
CRD# 4397919
Ubs Financial Services Inc.
CRD# 4230601
Lpl Financial LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Securities Inc. | Bettendorf, IA | Mar 2016 - Current | 8 |
| Principal Life Insurance Company | Bettendorf, IA | Apr 2010 - Current | 14 |
| Princor Financial Services Corp | Davenport, IA | Apr 2010 - Mar 2016 | 5 |
| Trinity Financial Services | Davenport, IA | Oct 2012 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2002 |
- IA
- TX
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
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- Pension consulting services
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- Educational seminars/workshops
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