Unclaimed
Asa Thorp Jewett is an investment advisor representative with Edward Jones. Asa has been in the financial industry since 2002. Asa holds the Series 7, Series 63, and Series 65 licenses and has passed the Securities Industry Essentials Examination (SIE). Asa is registered in 38 states, including Texas, Ohio, and Florida. Asa also holds the Series 65 license in Texas and Ohio. Asa is a board member at the Southern Ohio Museum and is involved with the Washington Nile Local School District.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
OH
08/28/2014 - Present
Edward Jones (PORTSMOUTH OH)
NJ
09/27/2002 - 04/16/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 10/28/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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