Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Barnes is a financial advisor who has been working in the industry since 2007. He is currently registered with Fidelity Personal And Workplace Advisors in Salt Lake City, Utah, and has held previous positions with Edward Jones. Jason has a broad range of experience and expertise, including the Series 7, Series 9 and Series 66 securities licenses. Jason has a deep understanding of the financial markets and is committed to providing his clients with personalized advice and guidance. He has a passion for helping people achieve their financial goals and is dedicated to building long-term relationships with his clients.
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.
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2
UT
09/14/2018 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
08/29/2006 - 04/19/2007
EDWARD JONES (DRAPER UT)
BOTH
Issued 9/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/17/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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