Jason D Hasson

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2012 → Present
  Hasson Financial Inc
  Lake Worth, FL
• 09/2014 → 07/2018
  Voya Financial Adviosrs
  Lake Worth, FL
• 07/2018 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2018 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2017-07-14 → 2018-07-19
  Voya Financial Advisors, Inc.
  Tampa, FL
  Lake Worth, FL
  Tampa, FL

Other Businesses

1.HASSON FINANCIAL INC, 1438 W LANTANA RD #350, LANTANA, FL, 11/19/2014 AS PRESIDENT/INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 15/WK - 10/TRADING. 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 07/23/18. 3.HASSON FINANCIAL, INC., Freeport FL 32439, United States, 07/23/2018, IAR, DBA Name, INV REL, 160 HR/MO, 120 HR/MO TRADING. 4. HAMMOCK OAK ESTATES HOA, P.O. Box 810, Freeport FL 32439, 06/02/2026, Treasurer, Administrative, NIR, 0 HR/MO - 0 HR/MO TRADING

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-11-24
• S65 Uniform Investment Adviser Law Examination
  2017-07-07

Other Names

• Jay Hasson
• Jason D Hasson
• Jason Dayan Hasson
• Jason Hasson