Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Fair is a financial advisor with Stephens. Jason has been in the financial services industry since December 12, 1996. Jason is registered with the state of Tennessee and Texas as a Registered Representative and Investment Advisor Representative. Jason has a wide range of experience and expertise in the financial services industry. Jason provides financial planning, portfolio management, and educational seminars to individuals, businesses, and institutions.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TN
11/30/2023 - Present
Stephens (MEMPHIS TN)
TN
02/26/2009 - 12/01/2023
B. RILEY WEALTH MANAGEMENT (Memphis TN)
TN
01/09/2004 - 03/10/2009
STANFORD GROUP COMPANY (MEMPHIS TN)
NJ
10/29/1999 - 02/03/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
FL
12/13/1996 - 11/18/1999
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 01/22/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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