Jason Nicholas Clayton

Current Employers

Employment History

• 10/2001 → Present
  Beacon Group
  Columbia, SC
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Columbia, SC
• 02/2002 → Present
  Kestra Investment Services, Llc
  Columbia, SC

Other Businesses

Business Name: Benefit Consultants and Administrators, Inc. dba Beacon Group Investment Related: Yes Address: 1724 St Julian Place Columbia SC 29204 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance; Investment Advisory services through Kestra Advisory Services, LLC; Other Back Office Operations; Other/None of the Above Record keeping services for qualified retirement plans Position, Title or Relationship: Owner Start Date: 1/1/2003 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Owner, CFP, RIA, Registered Rep, Insurance Agent. Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: Beacon Properties Investment Related: No Address: 1724 St Julian Columbia SC 29204 Nature of Business: Real Estate Position, Title or Relationship: Partner Start Date: 10/14/2016 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Member of partnershipBusiness Business Name: LAKE MURRAY PRESBYTERIAN CHURCH- FINANCE COMMITTEE POS: Committee member NOB: Church committee INV REL: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 2721 Dutch Fork Road, Chapin SC 29036, United States DESC: Serve on finance committee. Review church financial matters and budget with other committee members and make recommendations to the Session. No control over assets.

Exams

• S66 Uniform Combined State Law Examination
  2005-11-17
• S63 Uniform Securities Agent State Law Examination
  2002-01-30

Designations