Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Paul Berrett is a financial advisor with over 17 years of experience in the industry. Jason has held positions with Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. Jason is currently registered with Fidelity Brokerage Services LLC. Jason holds the Series 63, Series 7, and SIE licenses. Jason is registered in 53 states and the District of Columbia.
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.
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.
1
2
UT
07/19/2016 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
UT
01/03/2011 - 06/23/2016
WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)
UT
08/17/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
BC
Issued 10/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Jason Berrett is the right advisor for you? Invested Better is here to help.
