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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 Michael Sprung is a financial advisor with over 30 years of experience in the industry. Jason is currently registered with Wells Fargo Advisors Financial Network, LLC. His professional experience includes previous roles at Morgan Stanley, Morgan Stanley & Co. Incorporated, UBS Financial Services Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jason has a broad range of professional licenses and designations, including Series 63, Series 65, Series 7, and SIE. Jason has a diverse client base, including individuals, high-net-worth individuals, corporations, and charitable organizations. Jason is also a registered investment advisor and provides investment consulting services to institutional clients.
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
NJ
01/11/2019 - Present
Wells Fargo Advisors Financial Network, LLC (WARREN NJ)
NJ
06/01/2009 - 01/15/2019
MORGAN STANLEY (SHORT HILLS NJ)
CT
02/01/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HARTFORD CT)
NJ
06/08/2001 - 02/08/2008
UBS FINANCIAL SERVICES INC. (WESTFIELD NJ)
NY
11/23/1988 - 06/12/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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