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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 Harris is an investment advisor with Wells Fargo Advisors Financial Network, LLC, located in Chatham, NJ. Jason has been in the financial services industry for over 16 years and has experience in providing financial advice to individuals and businesses. Jason also holds the following licenses and certifications: Series 7, Series 3, Series 55, Series 63, Series 57TO, and Series 66. In the past, Jason has been employed by Deutsche Bank Securities Inc., HSBC Securities (USA) Inc., and Citigroup Global Markets Inc.
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
NJ
06/14/2024 - Present
Wells Fargo Advisors Financial Network, LLC (CHATHAM NJ)
NY
10/16/2020 - 10/13/2022
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
03/27/2018 - 10/19/2020
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
08/29/2006 - 08/25/2011
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 01/26/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2021
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/21/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/14/2006
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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