Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Brian Holland is a financial advisor with over 20 years of experience in the industry. Jason currently works at J.P. Morgan Securities LLC, where he has been employed since October 2018. Jason holds multiple licenses and certifications, including the Series 3, 7, and 63, as well as the Uniform Investment Adviser Law Examination (Series 65) and the Securities Industry Essentials Examination (SIE). Jason is also a Certified Financial Planner™. In addition to his work at J.P. Morgan Securities LLC, Jason also works at JPMorgan Chase Bank, N.A. Jason has previously held positions at Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC. Jason's clients include individuals, families, businesses, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Jason is a dedicated professional who is committed to providing his clients with the highest quality financial advice.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
10/08/2018 - Present
J.p. Morgan Securities LLC (DALLAS TX)
TX
01/03/2011 - 10/10/2018
WELLS FARGO CLEARING SERVICES, LLC (DALLAS TX)
TX
06/01/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (DALLAS TX)
NJ
03/24/1999 - 06/17/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 04/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2003
Series 3 - National Commodity Futures Examination
BC
Issued 03/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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