Jason Francis Labarge

Current Employers

Employment History

• 07/2013 → 01/2023
  Premier Planning Group
  Annapolis, MD
• 10/2013 → 09/2019
  Summit Brokerage Services Inc
  Annapolis, MD
• 09/2019 → 09/2023
  Cetera Advisor Networks Llc
  El Segundo, CA
• 02/2020 → 05/2021
  Summit Financial Group
  Annapolis, MD
• 06/2023 → 09/2023
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2023 → Present
  Madison Avenue Securities
  San Diego, CA
• 10/2023 → Present
  Ae Wealth Management
  Topeka, KS
• 01/2013 → Present
  Labarge Financial, Llc
  Severna Park, MD

Previous Registrations

• 2023-06-29 → 2023-09-29
  Cetera Investment Advisers Llc
  Severna Park, MD
  Annapolis, MD
• 2021-05-20 → 2023-06-29
  Cetera Wealth Services, Llc
  Annapolis, MD
  Severna Park, MD
• 2020-02-21 → 2021-05-20
  Summit Financial Group Inc
  Annapolis, MD

Other Businesses

1.) NAME: ANNAPOLIS AND ANNE ARUNDEL COUNTY COALITION TO END HOMELESSNESS; ADDRESS: 2666 RIVA ROAD, 2ND FLOOR, ANNAPOLIS, MD 21401; INVESTMENT RELATED: NO; POSITION: TREASURER; DUTIES: MANAGING & PROCESS WITHDRAWALS OF THE NON-PROFITS THE BANK ACCOUNT; HOURS PER MONTH: < 2; START DATE: 01/2013 2.) NAME: ST JOHN THE EVANGELIST PARISH CHURCH; ADDRESS: 689 RITCHIE HWY, SEVERNA PARK, MD 21146; INVESTMENT RELATED: NO; POSITION: COMMITTEE MEMBER; DUTIES: DISCUSSES AND MAKES DECISIONS COLLECTIVELY; HOURS PER MONTH: < 2; START DATE: 01/2019 3.) NAME: AE WEALTH MANAGEMENT; ADDRESS: 2950 SW MCCLURE RD, TOPEK, KANSAS,66614; INVESTMENT RELATED: YES; POSITION: INVESTMENT ADVISOR REPRESENTATIVE & INSURANCE AGENT; DUTIES: MARKETING AND SELLING OF ADVISORY SERVICES AS WELL AS FIXED INDEXED ANNUITIES AND LIFE INSURANCE; HOURS PER WEEK: 40+; START DATE: 08/2023 4.)NAME: LABARGE FINANCIAL; ADDRESS: 7 RIGGS AVENUE, SEVERNA PARK, MD 21146; INVESTMENT RELATED: YES; POSITION: FINANCIAL ADVISOR; DUTIES: DBA FOR FINANCIAL PLANNIG FIRM THAT JASON LABARGE OPERATES UNDER AS A FINANCIAL ADVISOR AND EMPLOYEES HIS STAFF UNDER, INSURANCE AGENT; MARKETING AND SELLING OF ADVISORY SERVICES AS WELL AS FIXED INDEXED ANNUITIES AND LIFE INSURANCE; HOURS PER WEEK: 40+; START DATE: 01/2013 5.) NAME: LABARGE FINANCIAL LLC; ADDRESS: 7 RIGGS AVENUE, SEVERNA PARK, MD 21146; INVESTMENT RELATED:NO; POSITION/RELATIONSHIP: LANDLORD POSITION THAT HE RENTS OUT OFFICE SPACE AND USE OF THE CONFERENCE ROOM TO A LAW FIRM; DUTIES: LANDLORD POSITION WHICH PROVIDES OFFICES SPACE TO CONDUCT MEETINGS WITH CLIENTS; HOURS PER WEEK: < 1; START DAT: 01/2023 6.) MADISON AVENUE SECURITIES; 13500 EVENING CREEK DRIVE N SUITE 555, SAN DIEGO CA 92128; YES INVESTMENT RELATED; BROKER DEALER; REGISTERED REPRESENTATIVE; START DATE 10/2023; APPROX.40 HOURS A MONTH; APPROX. 40 DURING TRADING; SECURITIES SALES AND SERVICES 7.) ADVISORS EXCEL MEDICARE SOLUTIONS; 2950 SW MCCLURE RD, TOPEKA, KS 66614; INVESTMENT RELATED: YES; REFER CLIENTS TO AE MEDICARE SOLUTIONS FOR MEDICARE SUPPLEMENTS; LESS THAN 2 HOURS PER WEEK; START DATE: 02/2024; 8.) NAME; JASON LABARGE - AUTHOR; INVESTMENT RELATED: NO; ADDRESS: 7 RIGGS AVENUE, SEVERNA PARK, MD 21146; NAUTRE OF THE BUSINESS: AUTHOR OF A BOOK; POSITION AUTHOR OF A NEW BOOK; HOURS PER WEEK: LESS THAN 1 HOUR PER WEEK; START DATE: 2024

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-14
• S63 Uniform Securities Agent State Law Examination
  2019-11-08