Jason LandersCRD Number: 4568522
Current Firm: Keel Point, LLC
Jason Landers (CRD# 4568522) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has over 15 years of experience in the finance industry. Jason Landers 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.
Raymond James & Associates, Inc.
Brol Capital Management, LLC
H.d. Vest Advisory Services, Inc.
|Blue Creek Securities, LLC||Huntsville, AL||Apr 2009 - Current||8|
|Merrill Lynch, Pierce, Fenner & Smith Inc.||Huntsville, AL||Jul 2002 - Apr 2009||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2002|
Total Assets Under Management1,428MILLIONS
Total Number of Accounts1,882ACCOUNTS
Average Account Value$758,743
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MD, MN, MO, MS, NC, NE, NH, PA, SC, SD, TN, TX, VA, WA