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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 Hugele is a financial advisor with Wells Fargo Clearing Services, LLC. Jason is based in Houston, TX. He has been in the securities industry since January 25, 2001. Jason is a registered representative in Texas, having held positions with A. G. EDWARDS & SONS, INC. and A I M DISTRIBUTORS, INC., prior to joining Wells Fargo. He holds several industry certifications, including Series 7, 6, 31, 63, and 66. Jason also holds a Series 63 registration.
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
TX
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (HOUSTON TX)
TX
11/29/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HOUSTON TX)
TX
10/21/1996 - 08/23/1997
A I M DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 04/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/28/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/18/1996
Series 6 - Investment Company Products/Variable Contracts 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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