Jason Margeson (CRD# 7496212) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Scarborough, ME and has over 2 years of experience in the finance industry.
CRD# 6528663
Ubs Financial Services Inc.
CRD# 2883211
R M Davis Inc.
CRD# 4862526
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bankers Life Advisory Services, Inc. | Scarborough, ME | Jan 2023 - Current | 1 |
| Bankers Life Securities, Inc. | Scarborough, ME | Feb 2022 - Current | 2 |
| Bankers Life | Scarborough, ME | Dec 2019 - Current | 4 |
| Great Falls Marketing | Westbrook, ME | Apr 2018 - Dec 2019 | 1 |
| Casco Bay Steel | South Portland, ME | Jan 2017 - Apr 2018 | 1 |
| Self Employed | Portland, ME | Jun 2015 - Jan 2017 | 1 |
| Salvation Army | Portland, ME | Jan 2015 - Jun 2015 | < 1 |
| Coleman And Sons | North Conway, NH | Jan 2012 - Jan 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2022 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
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- ME
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Total Assets Under Management1,486MILLIONS
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Total Number of Accounts13,089ACCOUNTS
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Average Account Value$113,532
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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