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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 Derrick Jones is a Registered Representative and Investment Adviser Representative associated with Wells Fargo Clearing Services, LLC. Jason has been in the industry for more than five years and holds multiple licenses including Series 7, 6, 63, and 66. Jason is active in both California and is registered to provide investment advice and securities services to clients. Jason is an active member of the securities industry and has been with Wells Fargo since 2018. Jason is located in Murrieta, CA. He serves a wide range of clients including individuals, high net worth individuals, corporations, and charitable organizations.
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.
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.
Investment consulting services to institutional clients
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.
1
2
CA
11/30/2020 - Present
Wells Fargo Clearing Services, LLC (SAN DIEGO CA)
BOTH
Issued 11/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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