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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 Martin is a financial advisor with over 13 years of experience in the industry. Jason Richard Martin is registered with Wells Fargo Clearing Services, LLC and has been with the firm since November 2016. Jason Richard Martin specializes in providing investment advice to individuals, businesses, and institutional clients. He is also a registered representative of Wells Fargo Advisors LLC. Jason Richard Martin is licensed in 16 states and has passed the Series 66, Series 7, Series 31, and SIE exams.
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
CA
07/18/2015 - Present
Wells Fargo Clearing Services, LLC (BRENTWOOD CA)
CA
12/01/2009 - 04/30/2010
WADDELL & REED, INC. (SAN MATEO CA)
CA
11/08/2007 - 06/20/2008
MORGAN STANLEY & CO. INCORPORATED (PLEASANTON CA)
BOTH
Issued 09/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 08/29/2007
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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