TAG Advisors
Jason Stone is a seasoned financial professional with extensive experience in leadership roles within the investment industry. Currently serving as President and OSJ Branch Manager at TAG Advisors since March 2016, Jason also holds the position of Registered Principal at Cambridge Investment Research, Inc. since August 2011. Prior positions include OSJ Branch Manager at Duncan Financial Securities from October 2007 to March 2016 and Registered Representative at Tower Square Securities from May 2005 to August 2011. Jason Stone earned a Bachelor of Science degree from Virginia Commonwealth University.
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TAG Advisors
If you are an experienced, independent, entrepreneurial advisor, you want your business to thrive. But you may be frustrated by increasingly difficult compliance and operational problems with your broker dealer. You need a strategic partner whose goals and vision align with yours. At TAG, we believe you deserve an advocate who understands and supports your goals and aspirations. We understand your challenges and pain. Which is why we have built an organization of over 340 like-minded advisors who have found they do better together with us than going it on their own. We combine the advantages of one of the largest independent broker-dealers with an intimate network dedicated to individualized service. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and TAG Advisors and its subsidiaries are separate entities.