Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Marshall is a financial advisor registered with Wells Fargo Clearing Services, LLC in Duluth, Georgia. Jason has been in the financial industry since February 1994. Prior to Wells Fargo, Jason was a registered representative with Oppenheimer & Co. Inc. and Bear, Stearns & Co. Inc. Jason has held various licenses and registrations including Series 3, 7, 63 and 65. Jason also holds a Series SIE. Jason is also a registered Investment Advisor in Georgia and Texas. Jason provides investment consulting services to institutional clients, 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.
1
2
GA
07/08/2019 - Present
Wells Fargo Clearing Services, LLC (DULUTH GA)
GA
02/04/2008 - 07/05/2019
OPPENHEIMER & CO. INC. (ATLANTA GA)
GA
02/27/2002 - 02/13/2008
BEAR, STEARNS & CO. INC. (ATLANTA GA)
WI
06/19/1998 - 03/06/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
02/03/1994 - 07/07/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1994
Series 3 - National Commodity Futures Examination
BC
Issued 02/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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