Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Quinn Marshall is an investment advisor representative at Wells Fargo Clearing Services, LLC with over 20 years of experience in the financial services industry. Jason is registered with the state of North Carolina as an investment advisor representative and holds several industry certifications, including the Series 7, 65 and 31, as well as the SIE exam. Prior to joining Wells Fargo Clearing Services, LLC, Jason was employed by UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
NC
06/12/2006 - Present
Wells Fargo Clearing Services, LLC (ASHEVILLE NC)
NJ
05/30/2003 - 06/01/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
10/11/1999 - 06/04/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/10/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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