Jason Leon Steele

Current Employers

Employment History

• 01/2012 → Present
  Insurance-Non Variable
  Raleigh, NC
• 05/2012 → Present
  Prospera Financial Services, Inc.
  Dallas, TX

Previous Registrations

• 2010-11-23 → 2012-05-29
  Raymond James Financial Services Advisors, Inc
  Raleigh, NC
• 2001-12-31 → 2010-11-23
  Morgan Keegan & Company, Llc
  Raleigh, NC
  Raleigh, NC

Other Businesses

Bull and Bear Brew; Investment Related - No; 3325 Turnbridge Dr., Raleigh, NC 27609; Coffee Distributor; Owner; 09/2021; 1 Hours Per Month; 0 During Trading Hours; Ordering and picking up coffee. Hear2There Connection LLC; Investment Related - Yes; 155 Bovet Road, Suite 725 San Mateo, CA 94402; Investing in an LLC for Hear2There connections; Passive Investor;11/2024; 0 Hours Per Month; 0 During Trading Hours; No active duties passive member. Echelon Sport And Wealth Management; Investment Related - Yes; 4700 Falls of Neuse Rd #440, Raleigh, NC 27609; Wealth Financial Advisor; Owner; 08/2025; 25 Hours Per Month; 25 During Trading Hours; Wealth Management services and athlete guidance. Beach House Rental; Investment Related; Yes; 309 Governor Safford Ln, Emerald Isle NC 28594; Rental; Owner; 05/2026; 3 Hours Per Month; 0 During Trading Hours; Upkeep of second home. Rental; Investment Related; Yes; 3321 Turnbridge Dr Raleigh, NC 27609; Rental; Owner; 05/2025; 1 Hours Per Month; 0 During Trading Hours; Second home to rent out. Echelon-ONE; Investment Related - Yes; 4700 Falls Of Neuse Rd, #440, Raleigh NC 27609; Financial Software; Owner; 7/2026; 30 Hours Per Month; 20 During Trading Hours; Used to assist creating referral network for NIL athletes.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-01-18
• S65 Uniform Investment Adviser Law Examination
  1995-12-27

Other Names

• Jason Leon Steele