Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Lewis is a financial professional with over 28 years of experience in the industry. Jason is currently registered with Fidelity Brokerage Services LLC in Westlake, Texas. Jason has held previous roles with Fidelity Investments Institutional Services Company, Inc. and Fidelity Brokerage Services, Inc. Jason holds FINRA Series 6, 7, 9, 10, 26, 63, and SIE licenses. Jason is registered with the states of Texas, Utah, and Massachusetts.
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.
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.
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2
TX
11/05/2011 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
01/01/2008 - 11/19/2009
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
06/24/1994 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
RI
09/02/1993 - 06/22/1994
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 09/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/26/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/14/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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