Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Lawrence Fern is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Jason has been in the industry since 1995 and holds a Series 63, Series 65, Series 7, Series 31, Series 8, Series 9, Series 10, and Series 24 license. Jason is also registered with the state of New Jersey as an investment advisor representative. Jason's professional experience includes employment with H&R Block Financial Advisors, Inc. and M.S. Farrell & Company, Inc.
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
NJ
08/07/2002 - Present
Wells Fargo Clearing Services, LLC (HOWELL NJ)
MI
10/27/1995 - 06/04/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
04/06/1995 - 06/23/1995
M.S. FARRELL & COMPANY, INC. (SYOSSET NY)
IA
Issued 10/19/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/05/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/29/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 04/05/1995
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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