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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Rex Mansur is a financial advisor with Wells Fargo Clearing Services, LLC. He is licensed in Oklahoma and Texas, and has been in the industry since 1996. Jason has a strong track record of success and is committed to helping clients achieve their financial goals. His experience includes working with Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jason holds the Series 6, 7, 31, 63 and 65 licenses as well as the SIE exam.
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
OK
10/28/2019 - Present
Wells Fargo Clearing Services, LLC (TULSA OK)
OK
06/30/2011 - 10/29/2019
MORGAN STANLEY (TULSA OK)
OK
07/16/2004 - 07/05/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TULSA OK)
NJ
06/08/2001 - 08/12/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
06/17/1997 - 06/12/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
10/06/1994 - 01/12/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 07/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/11/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/05/1994
Series 6 - Investment Company Products/Variable Contracts 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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