Jason HallettCRD Number: 6541439
Current Firm: Centaurus Financial, Inc.
Jason Hallett (CRD# 6541439) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Fort Collins, CO and has over 5 years of experience in the finance industry.
Raymond James & Associates, Inc.
Wells Fargo Advisors Financial Network, LLC
|Centaurus Financial Inc.||Anaheim, CA||Feb 2021 - Current||< 1|
|Avantax Investment Services, Inc.||Windsor, CO||Jan 2018 - Jan 2021||3|
|Avantax Advisory Services||Windsor, CO||Jan 2018 - Jan 2021||3|
|Avantax Insurance Agency LLC||Windsor, CO||Jan 2018 - Jan 2021||3|
|Unemployed||Windsor, CO||Jul 2017 - Jan 2018||< 1|
|Hallett Financial LLC||Windsor, CO||Dec 2016 - Jul 2017||< 1|
|Nylife Securities LLC||Windsor, CO||Mar 2017 - Apr 2017||< 1|
|New York Life Insurance Co||Windsor, CO||Feb 2017 - Apr 2017||< 1|
|Unemployed||Windsor, CO||Jun 2016 - Feb 2017||< 1|
|Northwestern Mutual Investment Services LLC||Fort Collins, CO||Aug 2015 - Jun 2016||< 1|
|Northwestern Mutual Life Insurance Company||Fort Collins, CO||Sep 2015 - May 2016||< 1|
|Northwestern Mutual||Fort Collins, CO||Sep 2013 - Oct 2015||2|
|United States Marine Corps||Camp Pendleton, CA||Mar 2009 - Sep 2013||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2016|
|S66||NASAA Uniform Combined State Law Examination||Dec 2016|
Total Assets Under Management4,258MILLIONS
Total Number of Accounts24,655ACCOUNTS
Average Account Value$172,685
- 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)
- Publication of periodicals or newsletters
- Market timing services
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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