Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jarett? Claim Your ProfileJarett Jay Elion is a financial advisor with over 20 years of experience in the financial industry. Jarett has been registered with Wells Fargo Clearing Services, LLC since 2020, prior to that, Jarett worked with HSBC Securities (USA) Inc. and Chase Investment Services Corp. Jarett holds several licenses including the Series 7, Series 31 and Series 63. Jarett provides financial planning and investment consulting services to a wide range of clients, including individuals, businesses, and institutions.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
03/05/2020 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
NY
04/23/2008 - 12/24/2019
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
02/24/2003 - 04/14/2008
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
01/17/2001 - 02/07/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 02/17/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 01/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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