Jason Edward Haldiman

Current Employers

Employment History

• 06/1995 → Present
  Cutter & Company, Inc.
  Chesterfield, MO
• 05/2025 → Present
  Prospera Financial Services, Inc.
  O'FAllon, MO

Other Businesses

1-B&B FINANCIAL PLANNING CO., INC.; YES INVESTMENT RELATED; 311 E ELM O'FALLON, MO 63366; RIA; INVESTMENT ADVISOR REPRESENTATIVE; 80 HR/MO ALL DURING TRADING HOURS; DUTIES INCLUDE CLIENT REVIEW, INVESTMENT MONITORING AND PLANNING. 2-05/22/2013-B&B FINANCIAL Services, LLC; INVESTMENT RELATED - YES; 311 E ELM O'FALLON, MO 63366; DBA; ADVISOR; 05/2013;160 HOURS PER MONTH; 160 DURING TRADING HOURS; PROVIDING FINANCIAL PLANNING AND INVESTMENT RELATED SERVICES. 3- MEDICARE INSURANCE SALES THROUGH COVENTRY AND UNITED HEALTHCARE; INVESTMENT RELATED - NO; 311 E ELM O'FALLON, MO 63366; INSURANCE SALES; AGENT;10/2014; 4 HOURS PER MONTH SOME OF THEM MAY BE DURING TRADING HOURS. 5-PRECISION RETIREMENT GROUP, INC.; INVESTMENT RELATED - NO; 103 N. BRIDGE STREET, STE. 270, CHIPPEWA FALLS, WI 54729; INDEPENDENT CONTRACTOR; 06/2019; 1 HOUR PER MONTH; 1 DURING TRADING HOURS; WILL MEET WITH SCHOOL DISTRICT OFFICIALS AND EMPLOYEES

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-25
• S63 Uniform Securities Agent State Law Examination
  1995-07-26