Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Vaughn is a financial advisor with Edward Jones. Jason has been in the financial services industry since 2012. Jason has a broad range of experience in providing financial advice. Jason has worked at several other firms in the past. Jason is registered with the state of Florida as a Registered Investment Advisor and with Texas as a Registered Investment Advisor - Resident. Jason also holds licenses to provide securities products and 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.
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.
See schedule d - miscellaneous
1
2
FL
05/11/2023 - Present
Edward Jones (Melbourne FL)
FL
09/14/2020 - 09/07/2022
FIFTH THIRD SECURITIES, INC. (ORLANDO FL)
FL
11/04/2016 - 09/09/2020
PNC INVESTMENTS (INDIALANTIC FL)
FL
06/14/2016 - 11/10/2016
WELLS FARGO ADVISORS, LLC (TITUSVILLE FL)
OH
03/03/2014 - 05/09/2016
CETERA INVESTMENT SERVICES LLC (ROCKY RIVER OH)
OH
11/10/2011 - 02/10/2014
KEY INVESTMENT SERVICES LLC (MACEDONIA OH)
IA
Issued 05/22/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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