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Jason Charles Clark

Missionsquare Retirement

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About Jason Charles Clark

Jason Clark is an active investment advisor representative at Missionsquare Retirement. Jason Clark is registered with the state of District of Columbia, Maryland, Virginia, Florida, and California. Jason Clark has been in the industry since September 1994. Jason Clark has a Series 6, Series 7, Series 24, Series 26, Series 63, and Series 65 license and holds the Certified Financial Planner designation. In addition to working with Missionsquare Retirement, Jason Clark previously worked with New England Securities.

Firm Information

Jason Clark is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Clark’s Registration & Firm History

DC

10/26/2016 - Present

Missionsquare Retirement (WASHINGTON DC)

NY

09/30/1994 - 06/21/2004

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/03/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/07/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/10/2022

Series 24 - General Securities Principal Examination

BC

Issued 08/21/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/15/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Charles Clark.
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