Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Kenneth Wise is a financial professional with over 25 years of experience in the securities industry. He is currently registered with Wedbush Securities Inc. and has a wide range of experience in providing investment advice and guidance to individual and institutional clients. Jason Wise's focus is on helping clients reach their financial goals through a comprehensive range of financial planning, investment management, and advisory services. He is committed to providing personalized attention and tailored solutions to meet each client's specific needs.
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.
1
2
CA
06/06/2001 - Present
Wedbush Securities Inc. (LOS ANGELES CA)
NE
06/01/1998 - 11/10/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NA
09/26/1997 - 06/01/1998
JACK WHITE & COMPANY, INC.
BC
Issued 09/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 09/28/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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