JR
Jason L. Renner
ROSSBY FINANCIAL
Augusta, GA 30909
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CRD#: 5644014
JR
Professional summary
Jason Lee Renner is a registered financial advisor currently at ROSSBY FINANCIAL, LLC located in Augusta, Georgia.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jason has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 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.
1) Life Strategies Financial Partners, Investment Related, DBA name for advisory services offered through Rossby Financial, LLC, Investment Advisor Representative, Start Date: 12/2023, DBA Name/Support Company 2) Life Strategies Insurance Partners, Investment Related, Fixed Insurance, Owner/Agent, Start Date: 01/01/2025, less than 5 hours per month devoted, 0 hours per month devoted during securities holdings, Fixed Insurance product sales
CRS (Client Relationship Summary) - RIA
Click below to view Jason Lee Renner'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®
NoneExperience
Current
December 6, 2023 - Present
ROSSBY FINANCIAL, LLC
Office #1: 3540 Wheeler Road Suite 304, Augusta, GA 30909RIA
CRD#: 324631
Augusta, GA
Past
April 28, 2017 - December 11, 2023
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Augusta, GA
Past
February 17, 2016 - December 11, 2023
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Augusta, GA
Past
November 22, 2011 - February 26, 2016
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
AUGUSTA, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RF
ROSSBY FINANCIAL, LLC
EVIE FINANCIAL | TRUCESS | TOLER FINANCIAL GROUP | THE ALAN R JOYCE COMPANY LLC | ROSSBY WEALTH, LLC | ROSSBY FINANCIAL, LLC | REYMAR WEALTH MANAGEMENT | RED OAK ADVISORS | RANDOLPH MARTIN RETIREMENT GROUP | OLEADA FINANCIAL | MARSICO WEALTH MANAGEMENT, LLC | LIFE STRATEGIES FINANCIAL PARTNERS
CRD#: 324631 / SEC#: 801-127370
RIA
Registered Investment Advisory firm - (2/24/2023 Approved)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
Georgia(12/6/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
RF
ROSSBY FINANCIAL, LLC
EVIE FINANCIAL | TRUCESS | TOLER FINANCIAL GROUP | THE ALAN R JOYCE COMPANY LLC | ROSSBY WEALTH, LLC | ROSSBY FINANCIAL, LLC | REYMAR WEALTH MANAGEMENT | RED OAK ADVISORS | RANDOLPH MARTIN RETIREMENT GROUP | OLEADA FINANCIAL | MARSICO WEALTH MANAGEMENT, LLC | LIFE STRATEGIES FINANCIAL PARTNERS
CRD#: 324631 / SEC#: 801-127370
RIA
Registered Investment Advisory firm - (2/24/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2412 Irwin Street, Melbourne, FL 32901
Mailing Address
Phone number
(321) 209-0111
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (31 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 804 |
| AUM (Assets Under Management) | $ 358,627,117 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
