Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Schott is a financial advisor with over 10 years of experience in the financial services industry. Jason is registered with Wells Fargo Clearing Services, LLC and is also a registered investment advisor. Jason has experience in various firms including Citizens Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Santander Securities LLC, and Equus Financial Consulting LLC. Jason has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Jason has a strong understanding of the financial markets and is committed to providing clients with personalized financial advice to help them achieve their financial goals.
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
MA
06/28/2023 - Present
Wells Fargo Clearing Services, LLC (BOSTON MA)
MA
11/13/2017 - 06/30/2023
CITIZENS SECURITIES, INC. (SO. BOSTON MA)
MA
07/08/2014 - 02/16/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
07/02/2013 - 06/30/2014
SANTANDER SECURITIES LLC (WEST ROXBURY MA)
CT
12/04/2012 - 06/01/2013
EQUUS FINANCIAL CONSULTING LLC (NEW CANAAN CT)
NH
08/25/2011 - 09/07/2012
MORGAN STANLEY SMITH BARNEY (MANCHESTER NH)
FL
11/16/2007 - 02/20/2008
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
BOTH
Issued 09/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2011
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
Not sure Jason Schott is the right advisor for you? Invested Better is here to help.
