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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 Troth is a financial advisor with Fidelity Personal And Workplace Advisors. Jason has been in the financial industry for over 25 years. Jason is a CERTIFIED FINANCIAL PLANNER™ professional and is registered to provide investment advice in 55 states. Jason's experience includes working with high-net-worth individuals, families, and businesses. Jason specializes in providing comprehensive financial planning, portfolio management, and investment advice. Jason also has experience in educational seminars and helping clients select other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
UT
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SOUTH JORDAN UT)
UT
05/07/2004 - 12/12/2006
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
NE
10/10/1996 - 07/03/2003
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 05/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/21/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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