Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Turkin is a financial advisor with Wells Fargo Clearing Services, LLC. Jason has been in the financial services industry since 1986. Jason is a Series 7, Series 9, Series 10, Series 63, Series 65, and SIE licensed professional. Jason is currently registered with the state of Missouri, Illinois and Texas. Jason is also registered with the Financial Industry Regulatory Authority (FINRA).
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
MO
11/15/2017 - Present
Wells Fargo Clearing Services, LLC (CLAYTON MO)
MO
06/01/2009 - 03/08/2010
MORGAN STANLEY SMITH BARNEY (CHESTERFIELD MO)
MO
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CHESTERFIELD MO)
MO
08/16/2001 - 04/02/2007
MORGAN STANLEY DW INC. (CHESTERFIELD MO)
NY
05/12/1995 - 08/21/2001
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
07/31/1993 - 05/22/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/22/1986 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 07/15/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/15/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1989
Series 3 - National Commodity Futures Examination
BC
Issued 01/18/1986
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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