Jason Donald Finley
Investment adviser representative at Finley Financial, LLC
22 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$259.8MFirm assets
Are you Jason Donald Finley? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
22 years in the industry.
- Finley Financial, LLCApr 2004 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 3 states (NV, OR, TX).
Finley Financial, LLC
$259.8MAssets managed
124Clients
1Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2686780
- Firm CRD
- 131442