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Jason V

Hartville, OH

Cambridge Investment Research Advisors

Jason Varner is a financial advisor with Cambridge Investment Research Advisors, holding 22 years of industry experience. He has worked with Cambridge since 2019 and previously spent 18 years with Nationwide Securities and the David Varner Agency. Outside of his advisory role, he is a part owner of Kyler and Company, which provides tax and legal liability services. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports multiple account platforms and proprietary model strategies while providing both discretionary and non-discretionary management options.

Annuities Retirement plans for business owners (SEP, solo 401k)
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