Jason French, financial advisor Jacksonville FL
89 score

Jason French

CRD Number: 6222062
Current Firm: Securian Financial Services, Inc.

Jason French (CRD# 6222062) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Jacksonville, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Capital Financial Strategies Jacksonville, FL Apr 2016 - Current < 1
Securian Financial Servcies Inc. St Paul, MN Apr 2016 - Current < 1
Minnesota Life Insurance Co St Paul, MN Apr 2016 - Current < 1
French Capital Management, LLC Jacksonville, FL Mar 2015 - Apr 2016 1
Edward Jones St Louis, MO May 2014 - Jan 2015 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Nov 2013 - Apr 2014 < 1
Bank Of America, N.a. Jacksonville, FL Nov 2013 - Apr 2014 < 1
Pionear Recruiting Jacksonville, FL Jun 2013 - Oct 2013 < 1
Compass Solutions Jacksonville, FL Jan 2013 - Jun 2013 < 1
University Of North Florida Jacksonville, FL May 2011 - Apr 2013 1
Bp Pipelines And Logistics Jacksonville, FL Jun 2011 - Aug 2011 < 1
Unemployed Jacksonville, FL Aug 2010 - Jun 2011 < 1
Florids State College At Jacksonville Jacksonville, FL Jan 2010 - Aug 2010 < 1
Unemployed Jacksonville, FL Nov 2009 - Jan 2010 < 1
U.s. Navy Oak Harbor, WA Nov 2004 - Nov 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2014
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Jason French
Phone Number: 651-665-5609
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    6,627
    MILLIONS
  • Total Number of Accounts
    29,442
    ACCOUNTS
  • Average Account Value
    $225,095
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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