Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Wallace is a financial advisor with over 24 years of experience in the industry. Jason has held positions at Raymond James & Associates, Inc. in St. Petersburg, FL and T. Rowe Price Investment Services, Inc. in Baltimore, MD. Jason is currently registered with Capital Client Group, Inc., where Jason focuses on providing clients with a range of investment services.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
CA
10/03/2014 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
FL
03/29/2000 - 05/08/2002
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MD
09/03/1997 - 03/27/2000
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BC
Issued 06/30/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2017
Series 82 - Limited Representative-Private Securities Offerings
BC
Issued 10/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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