Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Devlin is an investment advisor representative registered with Fidelity Personal And Workplace Advisors. Jason has been in the industry since March 19, 2007. Jason is licensed in Massachusetts, New Jersey, New York, Pennsylvania, Texas, and Utah. Jason provides financial planning, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Jason's previous employers include Charles Schwab & Co., Inc., TIAA-CREF Individual & Institutional Services, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
1
2
PA
09/14/2021 - Present
Fidelity Personal AND Workplace Advisors (VILLANOVA PA)
PA
11/17/2020 - 07/27/2021
CHARLES SCHWAB & CO., INC. (Yardley PA)
NJ
03/19/2018 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ROSELAND NJ)
NJ
07/01/2010 - 03/12/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
PA
04/13/2010 - 06/08/2010
WELLS FARGO ADVISORS, LLC (PHILADELPHIA PA)
DE
07/16/2009 - 02/26/2010
CCO INVESTMENT SERVICES CORP. (HOCKESSIN DE)
NJ
11/23/2006 - 07/23/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 2/9/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/6/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 4/7/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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