Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Fisher is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jason has been in the industry since 1992 and holds a Series 6, 7, and 66 license. Jason is registered in 19 states and is an active Investment Advisor Representative in Wisconsin and Texas. Jason provides a variety of services to individuals and businesses including financial planning, portfolio management, and investment consulting.
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
MN
08/21/2023 - Present
Wells Fargo Advisors Financial Network, LLC (WILLMAR MN)
WI
04/01/2015 - 08/21/2023
WELLS FARGO CLEARING SERVICES, LLC (EAU CLAIRE WI)
WI
10/16/2009 - 01/22/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (EAU CLAIRE WI)
WI
08/29/2003 - 10/16/2009
UBS FINANCIAL SERVICES INC. (EAU CLAIRE WI)
MN
06/02/1993 - 09/10/2003
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NJ
10/03/1991 - 04/02/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/03/1991 - 04/02/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 07/25/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1993
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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