Jason Cowans (CRD# 4198418) is an Investment Advisor Representative working at Edelman Financial Engines in Chandler, AZ and has over 23 years of experience in the finance industry. Jason Cowans 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# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Engines Advisors LLC | Santa Clara, CA | Sep 2021 - Current | 2 |
| Financial Engines Advisors LLC | Sunnyvale, CA | Oct 2018 - Sep 2021 | 2 |
| Edelman Financial Services LLC | Fairfax, VA | Aug 2011 - Nov 2018 | 7 |
| Ef Legacy Securities, LLC | Henrico, VA | Apr 2016 - Oct 2018 | 2 |
| Sanders Morris Harris Inc. | Houston, TX | Aug 2011 - Apr 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2000 |
- AZ
- TX
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Total Assets Under Management270,770MILLIONS
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Total Number of Accounts1,561,555ACCOUNTS
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Average Account Value$173,398
- A percentage of assets under your management
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