Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Herman is a financial advisor at U.S. Bancorp Investments, Inc. Jason has been in the financial services industry since 2004. Jason holds the Series 4, 6, 7, 9, 10, 24, 53, 63, and 66 licenses. Jason has experience working with high-net-worth individuals, corporations, charitable organizations, and pension plans. Jason is a registered investment advisor in Minnesota.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
11/19/2013 - Present
U.s. Bancorp Investments, Inc. (Saint Paul MN)
MN
01/03/2011 - 07/18/2011
WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)
MN
02/01/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
MN
06/27/2007 - 09/07/2007
EDWARD JONES (LAKEVILLE MN)
GA
08/25/2004 - 05/14/2007
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 07/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2011
Series 4 - Registered Options Principal Examination
BC
Issued 09/08/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/12/2011
Series 24 - General Securities Principal Examination
BC
Issued 05/07/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/31/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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