Cambridge Investment Research Advisors
43yrs
Top advisor by experience in Cornelius
20yrs
Jason List has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Cornelius, North Carolina. Jason has been with Aventus Investment Advisors since 2021; before that, Jason spent less than a year at Truist Advisory Services and two years at BB&t Securities. Jason holds the CFP® designation.
One of 185 advisors with offices in Cornelius, and one of 171 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 68% of advisors in Cornelius
Office19810 W Catawba Ave, Cornelius, NC 28031
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$941,306
Advisors at the firm2
States licensed ?1 state
Services through Aventus Investment Advisors
Financial planningInvestment management for individuals and small businessesEducational seminars and workshopsOther services
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.
Career
- 2021 – nowAventus Investment Advisors, Inc.Current firm
- Feb 2021 – Mar 2021Truist Advisory Services, Inc.Previously
- 2018 – 2021BB&t Securities, LLCPreviously
- Jun 2014 – Feb 2016Vanguard Advisers, Inc.Previously
Questions to ask Jason
Tailored to Jason’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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 Aventus Investment Advisors at 239-673-0020 and ask for Jason List. Jason works from the Cornelius, NC office.
How long has Jason been a financial advisor?
Jason has been in the industry since 2006, about 20 years. More experience than 68% of advisors in Cornelius.
What licenses does Jason hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jason a fiduciary?
Jason is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jason paid?
Aventus Investment Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Jason for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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