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1792 Alysheba Way Suite 100, Lexington, KY 40509 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-08-05 |
| TN | RA | APPROVED | 2020-06-29 |
| WV | RA | APPROVED | 2019-04-16 |
| OH | RA | APPROVED | 2018-08-15 |
| KY | RA | APPROVED | 2017-07-19 |
Branch Locations
1792 Alysheba Way Suite 100, Lexington, KY 40509 • United States
232 Capitol Street, Charleston, WV 25301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lexington Financial Advisors, Llc | Lexington | KY | 06/2017 | Present |
| Lexington Financial, Llc | Lexington | KY | 01/2011 | Present |
Jason Stelter is also a licensed insurance agent with Lexington Financial, LLC. Jason Stelter's work with Lexington Financial, LLC is investment related. Jason performs this work from the Lexington Financial Advisors, LLC's office, 1795 Alysheba Way, Suite 4204, Lexington, KY 40509. Jason began selling insurance in January 2011. Jason has an ownership interest in Lexington Financial, LLC and serves as the President. Jason spends approximately 300 hours per month performing insurance duties, and approximately 6-7 hours daily during securities trading hours. Jason works with clients to determine their insurance needs, runs quotes to find the best options for clients, enters insurance applications once he receives client approval, and works with the insurance companies to get the insurance policies issued.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-14 |
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