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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Smoot is a financial advisor with Fidelity Personal And Workplace Advisors. Jason has been in the industry since August 2002 and has held previous positions with firms including Charles Schwab & Co., Inc., TD Ameritrade, Inc., and Wells Fargo Advisors, LLC. Jason has a strong background in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and retirement plans. Jason is registered with the Securities and Exchange Commission and holds multiple licenses including Series 7, 63, and 66.
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
VA
07/17/2023 - Present
Fidelity Personal AND Workplace Advisors (RESTON VA)
VA
01/26/2022 - 05/13/2023
CHARLES SCHWAB & CO., INC. (Reston VA)
VA
12/17/2018 - 05/13/2023
TD AMERITRADE, INC. (RESTON VA)
MD
03/23/2016 - 11/29/2018
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
VA
09/28/2012 - 10/20/2014
WELLS FARGO ADVISORS, LLC (MCLEAN VA)
VA
10/11/2011 - 09/07/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIENNA VA)
VA
02/02/2009 - 04/06/2011
GWFS EQUITIES, INC. (ASHBURN VA)
MD
02/02/2001 - 01/13/2009
PRINCOR FINANCIAL SERVICES CORPORATION (BETHESDA MD)
CA
10/03/2007 - 09/26/2008
PRINCIPAL FUNDS DISTRIBUTOR, INC. (EL DORADO HILLS CA)
BOTH
Issued 12/09/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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