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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 Khalil Khawaja is a financial advisor with over 10 years of experience in the industry. Jason Khalil Khawaja is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and previously worked with UBS Financial Services Inc., WELLS FARGO ADVISORS, LLC, and MORGAN STANLEY SMITH BARNEY. Jason Khalil Khawaja is licensed to provide financial advice in Arkansas, California, Georgia, New York, North Carolina, Oklahoma, Oregon, and Texas. Jason Khalil Khawaja is also a registered Investment Advisor in Texas. Jason Khalil Khawaja specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
01/31/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (AUSTIN TX)
TX
06/10/2013 - 02/11/2020
UBS FINANCIAL SERVICES INC. (AUSTIN TX)
TX
11/13/2012 - 06/11/2013
WELLS FARGO ADVISORS, LLC (AUSTIN TX)
TX
10/04/2010 - 09/25/2012
MORGAN STANLEY SMITH BARNEY (AUSTIN TX)
BC
Issued 02/18/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/15/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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