Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Zoch is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jason has been in the financial industry since 2001. Jason has a broad range of experience, having worked at Morgan Stanley, Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Jason is a Certified Financial Planner and is registered with the Securities and Exchange Commission (SEC) and FINRA. Jason is also registered with the state of Indiana. Jason's specializations include retirement planning, estate planning, education planning, and college savings plans.
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
IN
03/20/2023 - Present
Wells Fargo Advisors Financial Network, LLC (INDIANAPOLIS IN)
IN
10/24/2014 - 04/10/2023
MORGAN STANLEY (Indianapolis IN)
IN
01/01/2008 - 10/27/2014
WELLS FARGO ADVISORS, LLC (INDIANAPOLIS IN)
IN
07/19/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (INDIANPOLIS IN)
IN
08/13/2002 - 06/14/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/13/2002 - 06/14/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
06/21/2000 - 04/20/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 09/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/17/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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