Jason Lee Renner

Rossby Financial, LLC

14 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement Planning

Rossby Financial, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

804 clients

Average Client Portfolio

$446K average

Assets Under Management

$358.6M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

3540 Wheeler Road, Suite 304, Augusta, GA, 30813

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Jason operates Life Strategies Financial Partners as a DBA for advisory services through Rossby Financial, LLC. He also owns Life Strategies Insurance Partners, selling fixed insurance products and dedicating minimal time to this activity.

Employment History

Current Registrations

Rossby Financial, LLC

December 2023 - Present · 2 yrs 2 mos

Previous Registrations

Cambridge Investment Research Advisors, INC.

April 2017 - December 2023 · 6 yrs 8 mos

Cambridge Investment Research, INC.Broker

February 2016 - December 2023 · 7 yrs 10 mos

Hd Vest Investment ServicesBroker

November 2011 - February 2016 · 4 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.