Jason Margeson
Investment adviser representative at Bankers Life Advisory Services, Inc.
11 yearsExperience
1 stateRegistered in
$2.5BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Bankers Life Advisory Services, Inc.Jan 2023 to now
- Bankers Life Securities, IncFeb 2022 to now
- Bankers LifeDec 2019 to now
- Great Falls MarketingApr 2018 to Dec 2019
- Casco Bay SteelJan 2017 to Apr 2018
- Self EmployedJun 2015 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (ME).
Bankers Life Advisory Services, Inc.
$2.5BAssets managed
14,314Clients
533Advisers
10 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
- 7496212
- Firm CRD
- 281285