Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Powell is a financial advisor with Fidelity Personal And Workplace Advisors. Jason has been in the industry since December 11, 2011. Jason is registered with FINRA and holds Series 7, 24, and 66 licenses. Jason is also registered as an investment advisor representative in Texas. Jason's previous experience includes roles at VALIC Financial Advisors, Inc., Transamerica Financial Advisors, Inc, Wells Fargo Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and MML Investors Services, Inc.. Jason is a CERTIFIED FINANCIAL PLANNER™ professional.
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.
1
2
TX
08/16/2022 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
12/18/2017 - 10/13/2021
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
05/09/2016 - 12/15/2017
TRANSAMERICA FINANCIAL ADVISORS, INC (HOUSTON TX)
TX
03/13/2013 - 06/05/2014
WELLS FARGO ADVISORS, LLC (HOUSTON TX)
TX
09/03/2008 - 12/08/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
02/05/2007 - 09/02/2008
MML INVESTORS SERVICES, INC. (WEBSTER TX)
BOTH
Issued 04/24/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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