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 Herron is an investment advisor representative who has been active in the industry since 2012. Jason is currently registered with Fidelity Personal and Workplace Advisors and holds registrations in multiple states. Jason has also worked with Navy Federal Investment Services, LLC, Nationwide Investment Services Corporation, and USAA Financial Advisors, Inc. Jason has a strong educational background and is a graduate of Southern New Hampshire University. Jason has also earned the Series 7 and Series 66 licenses, as well as the SIE exam. Jason's specialties include financial planning, portfolio management, and providing educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
UT
09/15/2022 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
AZ
02/05/2020 - 01/12/2022
NAVY FEDERAL INVESTMENT SERVICES, LLC (Goodyear AZ)
AZ
08/08/2013 - 02/03/2020
NATIONWIDE INVESTMENT SERVICES CORPORATION (PHOENIX AZ)
AZ
08/09/2011 - 07/24/2013
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
BOTH
Issued 09/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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