Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Edward heath Hart is a financial advisor with Harris Williams. Jason has been a financial advisor for over 20 years. Jason specializes in financial planning and investment management. Jason holds the Series 7, 27, 66, SIE, and 99TO licenses and has been registered with FINRA since 7/10/2015. Jason has held previous positions at M Holdings Securities, Inc., BCG Investment Resources, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company.
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.
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.
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2
VA
07/10/2015 - Present
Harris Williams (RICHMOND VA)
OR
06/30/2003 - 12/02/2003
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
VA
06/18/2001 - 08/27/2003
BCG INVESTMENT RESOURCES, INC. (RICHMOND VA)
MN
08/18/2000 - 04/09/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/18/2000 - 04/09/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2015
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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