Cambridge Investment Research Advisors
19yrs
More experience than 59% of advisors in New York
23yrs
Jason Jay Tabor
Financial advisor at Principal Securities
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 69% of advisors at Principal Securities
Office55 Grove St Unit 57, Cooperstown, NY 13326
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
States licensed ?1 state
Services through Principal Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- Aug 2025 – nowPrincipal Securities, Inc.Current firm
- Jun 2024 – Aug 2025Osaic Wealth, Inc.Previously
- 2021 – 2024Securities America Advisors, Inc.Previously
Questions to ask Jason
Tailored to Jason’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jason
How do I contact Jason?
Call Principal Securities at 888-774-6267 and ask for Jason Jay Tabor. Jason works from the Cooperstown, NY office.
How long has Jason been a financial advisor?
Jason has been in the industry since 2003, about 23 years. More experience than 69% of advisors at Principal Securities.
What licenses does Jason hold?
Series 63. Tap any license on this page to see what it allows.
Is Jason a fiduciary?
Jason is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Jason paid?
Principal Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Jason for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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