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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Malcolm Johnston is a financial advisor with over 10 years of experience in the financial services industry. Johnston is currently registered with Fidelity Personal and Workplace Advisors, where Johnston has been employed since July 2018. Johnston is also registered with the state of Texas as an Investment Advisor Representative. Previously, Johnston worked at TD Ameritrade, Inc., Fidelity Investments Institutional Services Company, Inc., and Fidelity Brokerage Services LLC. Johnston holds the Series 6, 7, 9, 10, 63, and 65 licenses. Johnston specializes in providing financial planning, portfolio management, and educational seminars to individuals, families, and businesses.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
02/09/2009 - 06/29/2009
TD AMERITRADE, INC. (FORT WORTH TX)
TX
08/18/2008 - 12/11/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
01/01/2008 - 05/22/2008
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
10/29/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
IA
Issued 05/21/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/20/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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