Jason Arbetter, financial advisor Farmington Hills MI
96 score

Jason Arbetter

CRD Number: 5412627
Current Firm: Securities America Advisors, Inc.

Jason Arbetter (CRD# 5412627) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Farmington Hills, MI and has over 9 years of experience in the finance industry. Jason Arbetter 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.

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Professional Designations
Company Name Location Dates Years
Securities America Advisors La Vista, NE Mar 2012 - Current 4
Securities America Inc. La Vista, NE Oct 2010 - Current 6
Ifs, Ltd. Farmington Hills, MI Mar 2009 - Oct 2010 1
Unemployed Bend, OR Nov 2008 - Feb 2009 < 1
Ubs Financial Services Inc. Bend, OR Aug 2007 - Oct 2008 1
Otter Bar Lodge Forks Of Salmon, CA Jun 1995 - Jun 2007 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Jason T. Arbetter
Phone Number: 402-399-9111
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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