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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 Robert McClanahan is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Dallas, Texas. Jason McClanahan has been in the industry since 2003 and has experience with a variety of financial products and services. Jason McClanahan is registered with the state of Texas and holds Series 6, 7, 63 and 65 licenses. Jason McClanahan has previously worked at Wells Fargo Advisors, LLC and Institutional Securities Corporation.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
03/01/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DALLAS TX)
TX
01/03/2011 - 02/01/2019
WELLS FARGO CLEARING SERVICES, LLC (DALLAS TX)
TX
01/29/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (DALLAS TX)
TX
11/23/2004 - 02/02/2010
WELLS FARGO ADVISORS, LLC (ADDISON TX)
TX
11/13/2002 - 08/06/2004
INSTITUTIONAL SECURITIES CORPORATION (DALLAS TX)
IA
Issued 04/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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