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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 J Dean is a financial advisor at Fidelity Personal And Workplace Advisors. Jason has been in the financial industry since 2014. Jason specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Jason holds the Series 6, 7, 63, and 66 licenses and the SIE exam. Jason is also a Certified Financial Planner. Jason is currently registered with Fidelity Personal And Workplace Advisors and previously registered with GWFS EQUITIES, INC. Jason is registered in Arizona, California, Florida, Iowa, Michigan, Minnesota, New Mexico, New York, North Carolina, North Dakota, South Dakota, Texas, and Wisconsin.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
08/03/2018 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
10/22/2014 - 04/27/2017
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 07/10/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/22/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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