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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 Innocenti is an investment professional with over 29 years of experience in the financial services industry. Jason currently works at Wells Fargo Advisors Financial Network, LLC as a Registered Representative and Investment Advisor Representative. Prior to that, Jason has held positions at Ameriprise Financial Services, LLC, Sterne Agee Financial Services, Inc., Principle Advisors, Inc., Emmett A Larkin Company, Inc., and Taglich Brothers, D'Amadeo, Wagner & Co., Inc. Jason specializes in working with individuals, high-net-worth individuals, corporations, businesses, charitable organizations, pension and profit-sharing plans, and insurance companies. Jason is registered with the state of New Jersey as a Registered Representative and Investment Advisor Representative and the state of Florida as a Registered Representative and Investment Advisor Representative. Jason also has registrations in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Georgia, Indiana, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Hampshire, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, and Wisconsin. Jason is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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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NJ
06/15/2023 - Present
Wells Fargo Advisors Financial Network, LLC (FREEHOLD NJ)
NJ
07/19/2013 - 06/16/2023
AMERIPRISE FINANCIAL SERVICES, LLC (FREEHOLD NJ)
NJ
02/08/2008 - 07/19/2013
STERNE AGEE FINANCIAL SERVICES, INC. (FREEHOLD NJ)
NJ
09/01/2004 - 02/07/2008
PRINCIPLE ADVISORS, INC. (ENGLISHTOWN NJ)
CA
11/15/2001 - 09/02/2004
EMMETT A LARKIN COMPANY, INC. (SAN FRANCISCO CA)
NY
01/06/1999 - 11/15/2001
WEATHERLY SECURITIES CORPORATION (NEW YORK NY)
NY
03/01/1994 - 01/25/1999
TAGLICH BROTHERS, D'AMADEO, WAGNER & CO., INC. (COLD SPRING HARBOR NY)
IA
Issued 10/07/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/16/2005
Series 4 - Registered Options Principal Examination
BC
Issued 01/14/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/28/1994
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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