Jason P Blanchard

Current Employers

Employment History

• 05/2010 → 03/2017
  Metlife Securities Inc
  Carlsbad, CA
• 07/2016 → 10/2018
  Massmutual Life Insurance Company
  Vancouver, WA
• 03/2017 → 10/2018
  Mml Investors Services, Llc
  Vancouver, WA
• 10/2018 → 11/2020
  Kms Financial Services, Inc.
  Seattle, WA
• 11/2020 → 06/2024
  Securities America, Inc.
  Vancouver, WA
• 11/2020 → 06/2024
  Securities America Advisors, Inc.
  Vancouver, WA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Vancouver, WA

Previous Registrations

• 2020-11-06 → 2024-06-14
  Securities America Advisors, Inc.
  Vancouver, WA
• 2018-10-12 → 2020-11-06
  Kms Financial Services, Inc.
  Vancouver, WA
  Seattle, WA
  Seattle, WA
• 2017-03-25 → 2018-10-17
  Mml Investors Services, Llc
  Lake Oswego, OR
  Bellevue, WA
  Vancouver, WA
  Seattle, WA
• 2010-07-23 → 2017-03-25
  Msi Financial Services, Inc.
  Vancouver, WA
  Camas, WA
  Carlsbad, CA
  Lake Oswego, OR
  Bellevue, WA

Other Businesses

1. BWS OPERATIONS LLC POSITION: Member of LLC NATURE: LLC that we use to share office expenses, and for tax purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2015 ADDRESS: 1406 SE 164th Ave Suite 101, Vancouver WA 98683 DESCRIPTION: Money is paid into LLC by both advisors to share office expenses. 2. DBA - Blanchard Wealth Solutions 3. INSURANCE POSITION: Sales NATURE: Sales of insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 07/05/2010 ADDRESS: 1406 SE 164th Ave Suite 101, Vancouver WA 98683 DESCRIPTION: I will get to know clients financial position and goals, and when it is appropriate, I may recommend and sell life insurance, long term care insurance, and annuities.

Exams

• S66 Uniform Combined State Law Examination
  2010-06-10

Designations