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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 Hutchison is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Jason has been a registered representative in the securities industry since 2022. Jason's experience includes previous roles with Wells Fargo Clearing Services, LLC. Jason holds Series 7, 9, 10, 66 and SIE securities licenses. Jason is licensed in the state of Texas and in many other states across the country.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
08/30/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FORT WORTH TX)
TX
02/09/2023 - 07/20/2023
WELLS FARGO CLEARING SERVICES, LLC (GEORGETOWN TX)
AZ
01/26/2022 - 09/08/2022
WELLS FARGO CLEARING SERVICES, LLC (PEORIA AZ)
BOTH
Issued 02/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/21/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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