Jason O. Downs
Professional summary
Jason Oliver Downs, CFP® is a registered financial professional currently at VALMARK SECURITIES, INC. located in Terre Haute, Indiana.
Jason is registered as a RR (Registered Representative) and started their career in finance in 2014. Jason has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jason Oliver Downs's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
July 29, 2021 - Present
VALMARK SECURITIES, INC.
Office #1: 2901 Ohio Blvd. Suite 156, Terre Haute, IN 47803December 8, 2014 - December 10, 2021
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/20/2022)
(4/19/2022)
(4/21/2022)
(6/29/2022)
(4/8/2022)
(4/13/2022)
(8/3/2021)
(6/28/2022)
(4/21/2022)
(4/12/2022)
(4/21/2022)
(5/25/2023)
(4/8/2022)
(4/12/2022)
Exams
Series 7TO
Date: 7/28/2021
General Securities Representative ExaminationFINRA
Current Firm
VALMARK SECURITIES, INC.
CRD#: 31243 / SEC#: , 8-45463
Contact information
FINRA licenses (51 States and Territories)
Disclosures
| Regulatory Event | 4 |
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