Securities America Advisors, Inc
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About this Advisor
Jason Egge is a financial advisor whose office is in West Des Moines, Iowa. Currently a registered financial advisor at Securities America Advisors, Inc, they have accumulated 14 years of work experience in the financial advisory industry. Egge holds Series 65 and Series 63 licenses, designating the advisor as both a securities agent and an investment advisor representative. Egge is registered to work with customers in Iowa. During their career, the advisor has held roles at Banker'S Trust, Fintegra, LLC, Securities America Advisors and Securities America Inc. Securities America Advisors, Inc is based out of West Des Moines, Iowa, and has 1,238 brick-and-mortar locations in the country. In total, Securities America Advisors, Inc manages $22 billion in assets throughout 141,149 accounts and retains more than 1,875 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the nation. The firm manages 77,459 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 10% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Securities America Advisors, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Securities America Advisors, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jason Egge Work History
Jason has 14 years of experience.
Securities America Advisors
Securities America Inc
Jason Egge has no disclosures.
Please visit their SEC profile for more details.
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