Miscellaneous
Our guest is Jason Howard, General Counsel and Chief Compliance Officer for Spotlight Asset Group. if you, your family, or your friends are looking for an adviser or are already working with one, Jason gives important advice applicable to any client. Resources referenced in this show: FINRA Broker Check website: https://brokercheck.finra.org/ United States Securities and Exchange Commission (SEC) Investment Adviser Public Disclosure website: https://www.adviserinfo.sec.gov/