Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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