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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 Callin is a financial advisor with Fidelity Personal And Workplace Advisors, with over 12 years of experience in the industry. Jason is registered with both FINRA and state regulatory agencies to provide investment advice and services in a variety of areas, including financial planning, portfolio management for individuals and businesses, and educational seminars. Jason holds multiple licenses and designations, including Series 7, 9, 10, 63, and 65. Jason's primary office is located in SALT LAKE CITY, UT with Fidelity Brokerage Services LLC.
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.
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2
MA
02/23/2021 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
08/11/2011 - 01/17/2013
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IA
Issued 7/1/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/9/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 8/2/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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