Jason R. Tate

JASON TATE FINANCIAL CONSULTING

MURFREESBORO, TN

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CRD#: 2959895

Professional summary

Jason Roberts Tate, ChFC®, CLU® is a registered financial advisor currently at JASON TATE FINANCIAL CONSULTING, LLC located in Murfreesboro, Tennessee.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jason has worked at 3 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ZEIDERS IS A GOVERNMENT CONTRACTOR THAT HAS HIRED ME AS A PERSONAL FINANCIAL COUNSELOR TO HELP SERVICEMEMBERS AND THEIR FAMILIES WITH FINANCIAL ISSUES. IT IS NOT INVESTMENT-RELATED AS I SIMPLY PROVIDE FINANCIAL EDUCATION. IT IS THE SAME POSITION AS MY PREVIOUS ENTRY WITH MHN GOVERNMENT SERVICES. AS WITH ANY GOVERNMENT CONTRACT, THE POSITION COULD TERMINATE AT ANY GIVEN NOTICE OR I COULD BE REPLACED WITH A DIFFERENT COUNSELOR AS MANY ARE ON A ROTATIONAL BASIS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Roberts Tate's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

August 16, 2013 - Present

JASON TATE FINANCIAL CONSULTING, LLC

RIA

CRD#: 168213

MURFREESBORO, TN

Past

February 16, 1999 - November 12, 2008

TRANSAMERICA FINANCIAL ADVISORS, INC.

CRD#: 3600

MURFREESBORO, TN

Past

September 24, 1998 - January 14, 1999

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(8/16/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/16/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 9/22/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

JASON TATE FINANCIAL CONSULTING, LLC

JASON TATE FINANCIAL CONSULTING, LLC | TATE, JASON ROBERTS

CRD#: 168213 / SEC#:

Tennessee

Registered Investment Advisory firm - (8/16/2013 Approved)

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Contact information

Main Address

Murfreesboro, TN

Mailing Address

Phone number

(615) 720-1989

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	275
AUM (Assets Under Management)	$ 22,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jason R. Tate

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Roberts Tate's CRS (Customer Relationship Summary).

Certified licenses

Experience

JASON TATE FINANCIAL CONSULTING, LLC

TRANSAMERICA FINANCIAL ADVISORS, INC.

NYLIFE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/16/1998

Series 6

Date: 9/22/1998

Current Firm

JASON TATE FINANCIAL CONSULTING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JASON TATE FINANCIAL CONSULTING, LLC

TRUST BUT VERIFY

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