Jason Helble (CRD# 6767706) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Thousand Oaks, CA and has over 7 years of experience in the finance industry.
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 1343922
Virtue Capital Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Miller Equipment Company Inc. | Lancaster, CA | Sep 2023 - Current | < 1 |
Transamerica Financial Advisors, Inc. | Agoura Hills, CA | Mar 2017 - Current | 7 |
World Financial Group, Inc. | Agoura Hills, CA | Feb 2017 - Current | 7 |
Net Law | Louisville, KY | Jun 2019 - Dec 2022 | 3 |
California Compaction Corporation | Lancaster, CA | Jan 2019 - Dec 2022 | 3 |
Arctic Slope Regional Corporation | Edwards Afb, CA | Sep 2017 - Dec 2022 | 5 |
Jacobs Technology | Edwards Afb, CA | Nov 2012 - Dec 2022 | 10 |
Precision Contractors Inc. | Lancaster, CA | Oct 2012 - Mar 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
S63 | Uniform Securities State Law Examination | Apr 2017 |
- CA
- NJ
- NC
- TX
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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