Jason Garrett Noble
Investment adviser representative at Dynamic
10 yearsExperience
9 statesRegistered in
CFP® certificationDesignation
$5.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- DynamicMar 2026 to now
- Dynamic Wealth Advisors dba Noble Oak Capital PartnersMar 2026 to now
- Prime Capital Investment Advisors, LLCOct 2021 to Mar 2026
- Financial Engines Advisors L.L.C.Sep 2017 to Oct 2021
- M&t Securities, IncJan 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 9 states (AZ, CA, FL, KS, NC, NY, SC, TX, WV).
Dynamic
Legal name: Dynamic Advisor Solutions LLC
$5.6BAssets managed
5,634Clients
75Advisers
15 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
- 5106029
- Firm CRD
- 151367