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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 B. Shaw is a financial advisor currently registered with Fidelity Personal AND Workplace Advisors. Jason has been working in the financial industry since December 1999 and currently holds registrations in 28 states. Jason has earned the Certified Financial Planner designation and has been recognized as a top advisor within Fidelity Personal AND Workplace Advisors. Jason is passionate about helping clients achieve their financial goals and provides comprehensive financial planning services to individuals, families, and businesses. Jason has a strong track record of success in helping clients achieve their financial goals. Jason is committed to providing clients with personalized advice and guidance that is tailored to their specific needs.
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
NC
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (APEX NC)
BOTH
Issued 07/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/15/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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