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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 Beaird is a financial advisor who works at Wealth Enhancement Advisory Services, LLC. Jason has been in the industry since 1999 and is registered with the state of Louisiana, Tennessee and Texas. Jason holds the Series 3, 7, 30, 63 and 65 licenses. Jason's firm provides advisory services, including financial planning, portfolio management, and pension consulting. The firm manages assets for a variety 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
TN
06/01/2022 - Present
Wealth Enhancement Advisory Services, LLC (BRENTWOOD TN)
TN
11/15/2011 - 01/02/2013
BTIG, LLC (NASHVILLE TN)
NY
05/10/2002 - 03/21/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/20/1999 - 04/03/2002
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 11/04/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/01/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/2013
Series 30 - NFA Branch Manager Examination
BC
Issued 02/06/2013
Series 3 - National Commodity Futures Examination
BC
Issued 11/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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