Jason P. Linger
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jason Peter Linger, who also goes by Jason Linger, was a registered financial professional .
Jason is a previously registered financial professional and started their career in finance in 2010. Jason had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 18, 2019 - February 22, 2021
AVANTAX ADVISORY SERVICES
November 16, 2019 - February 22, 2021
AVANTAX INVESTMENT SERVICES, INC.
November 14, 2016 - November 27, 2017
AMERICAN BEACON ADVISORS, INC.
May 5, 2016 - November 20, 2017
FORESIDE FUND SERVICES, LLC
February 19, 2015 - April 15, 2016
AVANTAX ADVISORY SERVICES
February 16, 2015 - April 15, 2016
AVANTAX INVESTMENT SERVICES, INC.
September 29, 2010 - February 9, 2015
INVESCO ADVISERS, INC.
August 19, 2010 - February 9, 2015
INVESCO DISTRIBUTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
AVANTAX ADVISORY SERVICES
CRD#: 104556 / SEC#: 801-29892
Contact information
Regulatory assets under management
| Total Number of Accounts | 140,306 |
| AUM (Assets Under Management) | $ 46,109,939,749 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/13/2024 | ||
| 11/28/2023 | ||
| 12/16/2022 |
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.
