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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 Edward Brown is an investment advisor representative with Fisher Investments. Jason has been in the securities industry for over 7 years. Jason is licensed to provide investment advice in Texas. Jason holds a Series 6, Series 7 and Series 66 licenses. Jason has worked with Fidelity Brokerage Services LLC, Wells Fargo Clearing Services, LLC, Scottrade, Inc. and Mutual of Omaha Investor Services, Inc. Jason specializes in portfolio management for businesses, individuals, investment companies and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
01/14/2021 - Present
Fisher Investments (PLANO TX)
TX
07/24/2019 - 01/07/2021
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
VA
07/14/2016 - 06/18/2019
WELLS FARGO CLEARING SERVICES, LLC (WOODBRIDGE VA)
VA
04/07/2015 - 07/08/2016
SCOTTRADE, INC. (ALEXANDRIA VA)
VA
08/20/2014 - 04/14/2015
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (MANASSAS VA)
BOTH
Issued 09/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/20/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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