Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Harry Lewis is a financial advisor with over 25 years of experience. Jason is currently registered with Wells Fargo Clearing Services, LLC in St. Louis, Missouri. Jason has been active in the industry since February 5, 1996, holding Series 7, 9, 10, 24, 31, 52, 53, 55, 57, 63 and 65 licenses. Previous to joining Wells Fargo Clearing Services, LLC, Jason worked for A. G. Edwards & Sons, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jason has earned the SIE license and is active in the municipal securities market.
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.
1
2
MO
01/06/2016 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
10/18/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
03/12/1996 - 07/29/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
07/23/1992 - 10/13/1992
F.N. WOLF & CO., INC.
BC
Issued 05/28/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/25/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/19/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/14/2005
Series 24 - General Securities Principal Examination
BC
Issued 07/09/2001
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2005
Series 3 - National Commodity Futures Examination
BC
Issued 06/18/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 09/04/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/11/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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