Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Rice is a financial advisor with Wells Fargo Clearing Services, LLC, with over 23 years of experience in the financial services industry. Jason holds multiple licenses, including Series 7, 24, 63, and 66. Jason also has the Certified Financial Planner (CFP®) designation. He is registered to provide investment advice in multiple states including Texas, California, Arizona, Colorado, Washington, Florida, Massachusetts, and Virginia. Prior to joining Wells Fargo Clearing Services, LLC, Jason was with Wells Fargo Investments, LLC and H.D. Vest Investment Services. Jason currently provides financial services to individual and institutional clients including businesses, corporations, individuals, insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
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2
TX
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (SAN ANTONIO TX)
TX
06/30/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN ANTONIO TX)
TX
11/24/2000 - 07/06/2006
H.D. VEST INVESTMENT SERVICES (IRVING TX)
BOTH
Issued 06/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2000
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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