Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Hersh is an investment advisor representative with Wells Fargo Clearing Services, LLC. Jason has been in the industry since 1996. He is a registered representative in Illinois and Ohio. Jason has experience with Cetera Financial Specialists LLC and Cetera Advisors LLC. Jason is a Series 7, Series 3, Series 63, Series 65, Series 24, Series 4, Series 52TO, Series 53, Series 82TO, and Series 9 and Series 10 licensed professional.
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
OH
05/10/2023 - Present
Wells Fargo Clearing Services, LLC (TOLEDO OH)
IL
05/09/2008 - 04/21/2023
CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)
CO
12/11/2012 - 10/06/2014
CETERA ADVISORS LLC (GREENWOOD VILLAGE CO)
CA
12/05/2012 - 10/06/2014
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
MN
12/11/2012 - 12/31/2013
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
IL
05/21/2004 - 01/04/2008
BROKERSXPRESS LLC (CHICAGO IL)
IL
07/17/2002 - 01/04/2008
OPTIONSXPRESS, INC. (CHICAGO IL)
IL
12/18/1997 - 11/13/2001
WEB STREET SECURITIES, INC. (DEERFIELD IL)
IL
06/28/1995 - 09/24/1997
COA INVESTMENT SERVICES, LTD. (CHICAGO IL)
IA
Issued 06/21/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/29/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/10/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/10/1999
Series 24 - General Securities Principal Examination
BC
Issued 04/21/1999
Series 4 - Registered Options Principal Examination
BC
Issued 05/09/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 05/09/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2006
Series 3 - National Commodity Futures Examination
BC
Issued 02/28/1995
Series 7 - General Securities 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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