Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Hollon is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. He has been in the industry since May 2012 and has held previous positions at Fifth Third Securities, Inc. and Banc of America Investment Services, Inc. Jason holds licenses in several states, including Georgia and Texas. He has passed several securities exams, including the Series 7, Series 6, and Series 66. Jason specializes in providing a variety of services, including portfolio management for individuals and businesses. He is also a registered investment advisor in Georgia.
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
GA
06/10/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ATLANTA GA)
GA
10/07/2010 - 05/27/2011
FIFTH THIRD SECURITIES, INC. (NORCROSS GA)
GA
06/16/2008 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ATLANTA GA)
BOTH
Issued 12/20/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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