Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Nagel is a financial advisor with over 20 years of experience in the industry. Jason is currently registered with Assetmark Brokerage, LLC in Concord, CA. Previously, Jason Nagel has worked at Capital Brokerage Corporation, Chase Investment Services Corp., City National Securities, Inc., BA Investment Services, Inc. and Wells Fargo Securities Inc. Jason Nagel holds Series 6, 7, 24, 63 and 65 licenses and is registered in California.
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.
1
2
CA
08/15/2014 - Present
Assetmark Brokerage, LLC (CONCORD CA)
VA
06/15/2012 - 08/15/2014
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
CA
12/21/2009 - 05/11/2012
CHASE INVESTMENT SERVICES CORP. (NAPA CA)
CA
09/18/2000 - 06/04/2007
CITY NATIONAL SECURITIES, INC. (BEVERLY HILLS CA)
CA
01/14/1998 - 02/26/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
CA
09/20/1996 - 01/20/1998
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
BC
Issued 12/30/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jason Nagel is the right advisor for you? Invested Better is here to help.
