Jason Tabor (CRD# 4688125) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Cooperstown, NY and has over 20 years of experience in the finance industry. Jason Tabor 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# 2997972
Securities America Advisors, Inc.
CRD# 2859027
Lpl Financial LLC
CRD# 4546264
Cadaret Grant & Co Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Cooperstown, NY | Nov 2019 - Current | 4 |
| Securities America Advisors | Cooperstown, NY | Nov 2019 - Current | 4 |
| Princor Financial Services Corp | Cooperstown, NY | Jul 2012 - Nov 2019 | 7 |
| Principal Life Ins Co | Cooperstown, NY | Jul 2012 - Nov 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2003 |
- NY
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- 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)
- Educational seminars/workshops
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