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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 Freeman is a financial advisor with Wells Fargo Advisors Financial Network, LLC. He has been in the industry since 1993 and holds the Series 7, Series 63, Series 9, Series 10, and SIE licenses. Jason is a Certified Financial Planner and has been registered with the state of Florida and Texas. His current office is located in Boca Raton, Florida. Prior to joining Wells Fargo Advisors Financial Network, LLC, Jason worked at Wells Fargo Clearing Services, LLC, BANC OF AMERICA INVESTMENT SERVICES, INC., CITIGROUP GLOBAL MARKETS INC., SALOMON BROTHERS INC., and LEHMAN BROTHERS INC. Jason's specialties include Portfolio Management for Individuals and Businesses, Financial Planning, Pension Consulting, and Selection of Other Advisors.
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
FL
10/02/2023 - Present
Wells Fargo Advisors Financial Network, LLC (BOCA RATON FL)
FL
03/20/2009 - 09/29/2023
WELLS FARGO CLEARING SERVICES, LLC (BOCA RATON FL)
FL
11/28/2003 - 03/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOCA RATON FL)
NY
07/31/1993 - 12/11/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/28/1997 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
NY
05/06/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 03/20/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/18/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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