Robert T. Jason
Professional summary
Robert Travis Jason, who also goes by Jason Travis Robert, is a registered financial professional currently at PACIFIC SELECT DISTRIBUTORS, LLC located in Greenwood Village, Colorado.
Robert is registered as a RR (Registered Representative) and started their career in finance in 2003. Robert has worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Robert Travis Jason's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 22, 2020 - Present
PACIFIC SELECT DISTRIBUTORS, LLC
Office #1: 6400 S. Fiddlers Circle Suite #100, Greenwood Village, CO 80111May 25, 2019 - January 9, 2020
INVESCO DISTRIBUTORS, INC.
November 1, 2013 - May 25, 2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC.
December 16, 2004 - April 23, 2007
OPPENHEIMERFUNDS DISTRIBUTOR, INC.
May 2, 2003 - June 25, 2003
NATIONAL PLANNING CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/22/2020)
Exams
FINRA
Current Firm
PACIFIC SELECT DISTRIBUTORS, LLC
CRD#: 4452 / SEC#: , 8-15264
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PACIFIC LIFE INSURANCE COMPANY | PARENT OF APPLICANT | |
| DARE, BARBARA ALYCE | VICE PRESIDENT | 5074108 |
| KISSEL, GEOFFREY P | CHIEF EXECUTIVE OFFICER | 7499710 |
| LA ROQUE, SUZANNE MARIE | ASSISTANT VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | 4222767 |
| SMITH, TREVOR TIMOTHY | VICE PRESIDENT, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATING OFFICER | 4844953 |
| YAMAUCHI, STARLA CHIN | VICE PRESIDENT, CORPORATE SECRETARY | 7721024 |
Red Flags
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