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Jason Andrew McClellan

Franklin Distributors, LLC

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About Jason Andrew McClellan

Jason McClellan is a financial professional with over 2 years of experience in the industry. Jason is currently registered with Franklin Distributors, LLC and holds licenses for Series 63, Series 7TO and SIE exams. Jason is registered in 53 states and the District of Columbia. Prior to joining Franklin Distributors, LLC, Jason worked with FRANKLIN/TEMPLETON DISTRIBUTORS, INC..

Firm Information

Jason McClellan is currently registered with Franklin Distributors, LLC. Franklin Distributors, LLC is a Limited Liability Company formed in December 2000. It is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

369

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jason McClellan’s Registration & Firm History

CA

07/07/2021 - Present

Franklin Distributors, LLC (Rancho Cordova CA)

CA

03/16/2020 - 07/07/2021

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (RANCHO CORDOVA CA)

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Licenses & Designations

BC

Issued 05/05/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/16/2020

Series 7TO - General Securities Representative Examination

BC

Issued 02/21/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Andrew McClellan.
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