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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Kamler is a financial advisor with Wells Fargo Advisors Financial Network, LLC, based in JANESVILLE, WI. Jason holds the Series 7 and Series 66 licenses and is a Certified Financial Planner. Jason has been in the industry since 2007 and has previous experience with A.G. Edwards & Sons, Inc., and Wells Fargo Clearing Services, LLC. Jason has extensive experience working with high-net-worth individuals, corporations, and institutions.
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
WI
06/03/2021 - Present
Wells Fargo Advisors Financial Network, LLC (JANESVILLE WI)
WI
01/01/2008 - 06/03/2021
WELLS FARGO CLEARING SERVICES, LLC (JANESVILLE WI)
WI
01/17/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ELKHORN WI)
BOTH
Issued 02/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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