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 Stallmann is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Jason has been in the financial industry since 1993 and has a wide range of experience in providing investment advice and financial planning services. Jason is registered with the Securities and Exchange Commission (SEC) and holds the Series 7, 31, and 63 licenses, as well as the Series 65 license. Jason also has a background in futures trading and has been active in the futures markets for over 20 years.
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.
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2
IL
06/09/2023 - Present
Wells Fargo Advisors Financial Network, LLC (NAPERVILLE IL)
IL
10/23/2006 - 04/03/2023
WELLS FARGO CLEARING SERVICES, LLC (NAPERVILLE IL)
IL
09/10/1999 - 10/30/2006
CITIGROUP GLOBAL MARKETS INC. (NAPERVILLE IL)
NY
04/30/1993 - 09/21/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 04/29/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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