Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Ellis is a financial advisor registered with Fidelity Personal and Workplace Advisors, located in West Hartford, Connecticut. Jason has been in the financial services industry since 2012, and holds the Series 7, Series 66, and SIE licenses. Jason is a dedicated advisor who has a commitment to providing personalized financial advice to his clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CT
05/10/2022 - Present
Fidelity Personal AND Workplace Advisors (WEST HARTFORD CT)
NH
01/21/2020 - 10/23/2020
VALIC FINANCIAL ADVISORS, INC. (NASHUA NH)
NY
11/21/2018 - 01/08/2020
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
CT
12/24/2015 - 11/21/2018
CHARLES SCHWAB & CO., INC. (WEST HARTFORD CT)
CT
03/10/2015 - 12/03/2015
LPL FINANCIAL LLC (WALLINGFORD CT)
CT
04/04/2013 - 03/05/2015
SANTANDER SECURITIES LLC (WEST HARTFORD CT)
CT
05/14/2012 - 03/05/2013
MORGAN STANLEY (HARTFORD CT)
BOTH
Issued 06/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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