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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 David Sherr is a financial advisor with over 27 years of experience in the industry. Jason is currently registered with LPL Financial LLC and has been with the firm since August 2021. Prior to joining LPL, Jason worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Jason specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Jason holds a Series 7, Series 31, and Series 65 licenses, as well as a SIE. Jason is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
08/23/2021 - Present
LPL Financial LLC (IRVINE CA)
NV
09/07/2010 - 08/25/2021
WELLS FARGO CLEARING SERVICES, LLC (RENO NV)
CA
06/01/2009 - 09/21/2010
MORGAN STANLEY SMITH BARNEY (IRVINE CA)
CA
10/24/1997 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (IRVINE CA)
NY
10/29/1996 - 10/24/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
08/30/1993 - 11/28/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 11/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 08/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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