Jason Renner has been Employee Ownership - Class B Shares of Rossby Financial since December 2023, is not listed as a control person, but directly owns under 5% of the firm.
Rossby Financial, LLC is a Melbourne, FL firm with $855M under management, 3,910 clients and 2 advisers across 19 offices, as of its July 2026 filing.
Jason Renner’s longest registration was 6 years at Cambridge Investment Research Advisors, Inc. (2017–2023). Before joining Rossby Financial in 2023, Jason Renner was registered through Cambridge Investment Research Advisors, Inc.
- Rossby Financial, LLCCurrent– present · 2 yearsAugusta, GA · Adviser representative · Firm CRD 324631
- Cambridge Investment Research Advisors, Inc.– · 6 yearsAugusta, GA · Adviser representative · Firm CRD 134139
Investment adviser representative registrations
Jason Renner is registered as an investment adviser representative in Georgia, since December 2023.
- GeorgiaSince 6 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 30 May 2017 |
| Series 65 | Uniform Investment Adviser Law Examination | 2 May 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 November 2011 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 November 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jason Lee Renner
- CRD
- 5644014
- Firm
- Rossby Financial · CRD 324631
- Role
- Employee Ownership - Class B Shares
- Office
- 3540 Wheeler Road, Suite 304, Augusta, GA 30813
- Registration
- Investment adviser registration
- In the industry since
- November 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Jason Renner work?
Jason Renner has been Employee Ownership - Class B Shares of Rossby Financial, LLC since December 2023.
Is Jason Renner a financial advisor?
Yes. Jason Renner has a current investment-adviser registration in Georgia, through Rossby Financial since December 2023.
How many years of experience does Jason Renner have?
Jason Renner has 14 years in the financial industry, since November 2011, across 2 adviser firms.
What exams has Jason Renner passed?
Jason Renner has passed 4 licensing exams: the Series 63, Series 6, Series 65 and Series 7. The earliest, the Series 63, was passed in November 2011. FINRA credited Jason Renner with the SIE, which began in October 2018.
Where is Jason Renner based?
Jason Renner’s registered office is in Augusta, GA.
Is Jason Renner registered with FINRA?
No. Jason Renner has no current broker registration.
How can I verify Jason Renner’s record?
Search CRD 5644014 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Renner’s full registration record.