Jason ColemanCRD Number: 6977342
Current Firm: Cambridge Investment Research Advisors, Inc.
Jason Coleman (CRD# 6977342) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Woodstown, NJ and has over 3 years of experience in the finance industry.
Affinity Wealth Management LLC
Lpl Financial LLC
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jul 2019 - Current||3|
|Cambridge Investment Research Inc.||Fairfield, IA||Sep 2018 - Current||4|
|Cambridge Investment Research Inc.||Fairfield, IA||Jun 2018 - Current||4|
|Talen Susquehanna Nuclear Llc Formerly Ppl||Berwick, PA||Jan 2003 - Jun 2018||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2019|
Total Assets Under Management82,247MILLIONS
Total Number of Accounts382,713ACCOUNTS
Average Account Value$214,906
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Market timing services
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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