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Jason David Bass

Harris Williams

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About Jason David Bass

Jason Bass has been in the financial services industry since 1998 and is currently registered with Harris Williams in Richmond, VA. Jason has a Series 7, 63, 66, and 79TO, as well as a Series 24 license. Previously, Jason worked for Scott & Stringfellow, LLC and Janney Montgomery Scott LLC.

Firm Information

Jason Bass is currently registered with Harris Williams. Harris Williams is a Limited Liability Company that was formed in 2006. The firm is registered in 38 states and is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

270

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.

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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Jason Bass’s Registration & Firm History

VA

05/23/2012 - Present

Harris Williams (RICHMOND VA)

VA

05/17/2000 - 06/05/2012

SCOTT & STRINGFELLOW, LLC (RICHMOND VA)

PA

05/20/1998 - 03/20/2000

JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)

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Licenses & Designations

BOTH

Issued 04/11/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/15/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/20/2012

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason David Bass.
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