Jason Hinesley
Investment Specialist
- Role
- Investment Specialist Ii at SoFi
- Location
- Jacksonville, FL, US
- LinkedIn followers
- 500 followers
About Jason Hinesley
Experienced, ethical financial advisor with a demonstrated history of strong production and high client retention. Skilled in Sales, Equity and Options Trading, Investment Strategies, and Mutual Funds. Strong business development professional with a Bachelor of Business Administration (B.B.A.) focused in Business, Management, Marketing, and Related Support Services from Valdosta State University.
Experience
Investment Specialist Ii
Dec 2025 — Present · Jacksonville, FL, US
Education
Valdosta State University
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
2003 — 2005
Skills
- Index Options
- Stocks
- Estate Transition
- Series 63
- Margin
- Equity Trading
- Sales
- Options Strategies
- Wealth Transfer
- Investments
- Customer Service
- Salesforce.com
- Investment Strategies
- Asset Allocation
- Mutual Funds
- Series 66
- Wealth Management
- Finance
- Series 7
- Equity Derivatives
- Derivatives Trading
- Series 4
- Day Trading
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