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Jason Louis Webber

National Financial Services LLC

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About Jason Louis Webber

Jason Louis Webber is a registered representative with National Financial Services LLC. Jason has been in the financial services industry since August 12, 2004. Jason holds the Series 63, Series 7 and SIE licenses. Jason has been with National Financial Services LLC since August 16, 2007 and previously worked at FIDELITY BROKERAGE SERVICES LLC.

Firm Information

Jason Webber is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jason Webber’s Registration & Firm History

RI

08/16/2007 - Present

National Financial Services LLC (SMITHFIELD RI)

RI

07/07/2004 - 07/09/2007

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 07/21/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Louis Webber.
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