Jason Persinger, financial advisor Huntington Beach CA
84 score

Jason Persinger

CRD Number: 4456227
Current Firm: Cuna Brokerage Services, Inc.

Jason Persinger (CRD# 4456227) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Huntington Beach, CA and has over 15 years of experience in the finance industry. Jason Persinger 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
Schools First Federal Credit Union Huntington Beach, CA Nov 2012 - Current 4
Cuna Brokerage Services, Inc. Waverly, IA Nov 2012 - Current 4
Kinecta Financial & Insurance Services, LLC Westlake Village, CA Jan 2012 - Nov 2012 < 1
Lpl Financial LLC Boston, MA Jan 2012 - Nov 2012 < 1
Cuna Mutual Insurance Society Huntington Beach, CA Sep 2007 - Dec 2011 4
Cuna Brokerage Services, Inc. Waverly, IA Sep 2007 - Dec 2011 4
Wealth Management Specialists Inc. Medford, OR Jan 2006 - Mar 2011 5
Mml Investor Services Inc. Lake Oswego, OR Jun 2005 - Jul 2007 2
Massmutual Lake Oswego, OR Apr 2005 - Jul 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
S65 NASAA Investment Advisors Law Examination May 2002
S66 NASAA Uniform Combined State Law Examination Nov 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jason W. Persinger
Phone Number: 319-352-4090
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,331
    MILLIONS
  • Total Number of Accounts
    6,286
    ACCOUNTS
  • Average Account Value
    $211,803
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
84

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