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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 Minor is a financial advisor who has been in the industry since 1998. Jason is currently registered with Wells Fargo Clearing Services, LLC and has offices in Denver, CO. Jason is also registered as an Investment Advisor Representative (IAR) in Colorado and Texas. Before joining Wells Fargo Clearing Services, LLC, Jason worked for Wells Fargo Investments, LLC and Wachovia Securities, LLC. Jason has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Jason holds Series 7, 9, 10, 63, and 65 licenses. Jason is also a Certified Financial Planner.
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
CO
01/27/2015 - Present
Wells Fargo Clearing Services, LLC (DENVER CO)
CO
06/06/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (DENVER CO)
CO
07/01/2003 - 06/10/2008
WACHOVIA SECURITIES, LLC (DENVER CO)
NY
07/08/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/06/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1998
Series 7 - General Securities 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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