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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 Hansen is a financial advisor with over 20 years of experience in the industry. Jason is currently registered with Western Wealth Management LLC in Washington, UT. Jason holds several licenses, including Series 7, Series 31, and Series 66. Jason also holds the SIE. Jason has a strong background in financial planning and portfolio management and has worked with a variety of clients, including high-net-worth individuals, families, and businesses. In addition to providing financial advice, Jason is also an active member of his community.
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.
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.
A percentage of the total value of assets under management is charged.
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2
UT
11/23/2021 - Present
Western Wealth Management LLC (Washington UT)
UT
07/24/2009 - 11/26/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. GEORGE UT)
CA
06/01/2009 - 07/27/2009
MORGAN STANLEY SMITH BARNEY (CARLSBAD CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CARLSBAD CA)
CA
05/25/2001 - 04/02/2007
MORGAN STANLEY DW INC. (CARLSBAD CA)
BOTH
Issued 06/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 05/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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