Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Ross is an investment advisor representative at Wells Fargo Clearing Services, LLC, a large firm based in St. Louis, Missouri. Jason has been in the financial services industry since August 2008. Jason has been registered in several states including Florida, California, Colorado, Illinois, Michigan, New Jersey, New York, North Carolina, Pennsylvania, Tennessee, Texas, Utah, Virginia, and the District of Columbia. Jason holds Series 7 and Series 66 securities licenses as well as the SIE exam. Jason also provides advisory services to clients, including financial planning, pension consulting and other investment consulting services.
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
06/03/2024 - Present
Wells Fargo Clearing Services, LLC (FORT LAUDERDALE FL)
FL
10/01/2012 - 06/01/2024
J.P. MORGAN SECURITIES LLC (HOLLYWOOD FL)
FL
05/19/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DEERFIELD BEACH FL)
FL
11/05/2009 - 04/21/2011
METLIFE SECURITIES INC. (PLANTATION FL)
MN
07/16/2008 - 10/28/2009
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 07/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2008
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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