Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Porter is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jason has been in the securities industry since December 29, 2018 and is licensed in Tennessee, Texas and 40 other states. Jason previously worked for Wells Fargo Clearing Services, LLC. Jason has passed the General Securities Representative Examination, the Securities Industry Essentials Examination, and the Investment Company Products/Variable Contracts Representative Examination. In addition to being a financial advisor, Jason is also a musician and music contractor.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TN
10/13/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NASHVILLE TN)
CA
10/31/2017 - 04/27/2021
WELLS FARGO CLEARING SERVICES, LLC (VISTA CA)
BOTH
Issued 09/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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