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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Alexander Eckerman is a financial advisor with Wells Fargo Clearing Services, LLC and has been in the industry since May 2007. Jason is currently registered in Montana, Texas and Washington. Jason has previously worked with J.P. Morgan Securities LLC, Chase Investment Services Corp. and Ameriprise Financial Services, Inc. Jason holds Series 7 and Series 66 securities licenses and SIE. Jason specializes in working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, insurance companies, charitable organizations, banking or thrift institutions, and state or municipal government entities.
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
WA
07/07/2016 - Present
Wells Fargo Clearing Services, LLC (BELLEVUE WA)
WA
10/01/2012 - 07/19/2016
J.P. MORGAN SECURITIES LLC (SEATTLE WA)
WA
09/13/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SEATTLE WA)
WA
05/09/2007 - 09/09/2010
AMERIPRISE FINANCIAL SERVICES, INC. (BELLEVUE WA)
BOTH
Issued 05/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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