Jason Marrs (CRD# 6983223) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Glen Ellyn, IL and has over 5 years of experience in the finance industry. Jason Marrs 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# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield, IA | Jun 2020 - Current | 3 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jun 2020 - Current | 3 |
| Job Searching | Glen Ellyn, IL | Jan 2020 - Jun 2020 | < 1 |
| Edward Jones | St Louis, MO | Jun 2018 - Jan 2020 | 1 |
| First Site, Ltd | Normal, IL | Apr 2017 - Jun 2018 | 1 |
| Illinois State University | Normal, IL | Aug 2016 - May 2018 | 1 |
| Studionow, Inc. | Nashville, TN | May 2016 - Aug 2016 | < 1 |
| Illinois State University | Normal, IL | Jan 2016 - May 2016 | < 1 |
| Golfsmith International | Aurora, IL | Mar 2012 - Jan 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2018 |
- IL
- TX
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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