Jason Oliver Downs
CFP®Professional Summary
Jason Oliver Downs, CFP® is a registered financial advisor 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
12 years in the financial services industry
Current & Past Employments
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Current Firm
VALMARK SECURITIES, INC.
Contact Information
Main Address
130 Springside Drive Suite 300, Akron, OH 44333-2431Mailing Address
130 Springside Drive Suite 300, Akron, OH 44333-2431Phone Number
(800) 765-5201Established
Ohio since 12/08/1992Firm Type
CorporationFiscal Year End
DecemberFirm Size
MediumFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jason Oliver Downs's CRS (Customer Relationship Summary).
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