Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Ulogar is a registered representative with Wells Fargo Clearing Services, LLC. Jason has been in the financial industry since 2007. Prior to joining Wells Fargo Clearing Services, LLC Jason was registered with Intercoastal Capital Markets, Inc. and CG Capital Markets, LLC. Jason holds the Series 63, 66, 7, and 7TO licenses. Jason is licensed in Florida and Georgia.
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
FL
08/10/2022 - Present
Wells Fargo Clearing Services, LLC (BOCA RATON FL)
FL
02/05/2018 - 01/14/2020
INTERCOASTAL CAPITAL MARKETS, INC. (BOCA RATON FL)
FL
08/13/2015 - 02/02/2018
CG CAPITAL MARKETS, LLC (Boca Raton FL)
FL
11/07/2014 - 07/30/2015
CAPITAL GUARDIAN, LLC (BOCA RATON FL)
FL
01/31/2014 - 11/04/2014
J.V.B. FINANCIAL GROUP, LLC (BOCA RATON FL)
FL
06/04/2013 - 01/31/2014
JVB FINANCIAL GROUP, LLC (BOCA RATON FL)
FL
04/30/2007 - 06/10/2013
DAVID LERNER ASSOCIATES, INC. (BOCA RATON FL)
BOTH
Issued 08/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2007
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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