Unclaimed
Jason Daron is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jason has been working in the financial services industry since 1997. Jason has been registered as a broker-dealer with FINRA since 1997 and has a strong track record of success. Jason is committed to providing clients with personalized financial advice and investment strategies. Jason has a deep understanding of the financial markets and is able to develop tailored solutions to meet the unique needs of each client.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
09/21/2023 - Present
Wells Fargo Advisors Financial Network, LLC (Galena OH)
OH
06/09/2021 - 09/21/2023
MORGAN STANLEY (Dublin OH)
OH
12/07/2015 - 05/04/2021
NATIONWIDE SECURITIES, LLC (Columbus OH)
OH
07/18/2013 - 10/26/2015
PNC INVESTMENTS (COLUMBUS OH)
OH
01/03/2011 - 03/18/2013
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (COLUMBUS OH)
OH
01/29/2001 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
OH
08/15/1997 - 12/31/2000
ONE GROUP SERVICES COMPANY (THE) (BROOKLYN OH)
IL
02/21/1997 - 07/24/1997
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
06/01/1995 - 08/28/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 09/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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