Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Rowe is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jason is registered with FINRA and has been in the industry for 25 years. Jason works in the Williamsburg, VA branch of Merrill Lynch, Pierce, Fenner & Smith Inc. and has been with the firm since 1998. Jason has a broad range of experience in the financial services industry, and has held a variety of roles. Jason is committed to providing personalized financial advice to individuals, families and businesses. Jason specializes in a range of investment strategies, including retirement planning, college savings, and wealth management.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
VA
10/26/1999 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WILLIAMSBURG VA)
BOTH
Issued 11/20/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jason Rowe is the right advisor for you? Invested Better is here to help.
