Jason Purvis (CRD# 6541734) is an Investment Advisor Representative working at Secure Investment Management, LLC in Oak Hills, CA and has over 7 years of experience in the finance industry. Jason Purvis 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# 1527744
Transamerica Financial Advisors, Inc.
CRD# 1105623
Next Financial Group, Inc.
CRD# 5368187
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Secure Investment Management | Tucson, AZ | Apr 2024 - Current | < 1 |
| Pruco Securities, LLC | Ontario, CA | Feb 2019 - Mar 2024 | 5 |
| Prudential Insurance Company Of America | Ontario, CA | Feb 2019 - Mar 2024 | 5 |
| Bank Of America, N.a. | Ontario, CA | Oct 2017 - Nov 2018 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ontario, CA | Apr 2017 - Nov 2018 | 1 |
| American United Life | Corona, CA | Dec 2014 - Apr 2017 | 2 |
| Oneamerica Securities | Corona, CA | Dec 2014 - Apr 2017 | 2 |
| Premier Insurance Agency (aka Purvis Insurance Agency) | Corona, CA | Feb 2014 - Nov 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2017 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
-
Total Assets Under Management32MILLIONS
-
Total Number of Accounts614ACCOUNTS
-
Average Account Value$52,779
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AR, AZ, CA, CO, FL, GA, IL, KS, MD, MI, MN, NC, NE, OK, PA, TX, VA, WA, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.