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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 Witcher is an Investment Advisor Representative at WMG Financial Advisors, LLC. Jason has been in the financial industry for over 14 years and has experience in various areas of financial planning and wealth management. He is a registered representative in Mississippi and holds the Series 6, Series 7, Series 63, and Series 65 licenses. In addition to his role at WMG Financial Advisors, LLC, Jason also owns and operates a Certified Public Accounting firm, Witcher CPA, PLLC. Jason is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Consulting
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.
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MS
03/19/2018 - Present
WMG Financial Advisors, LLC (Brandon MS)
MS
05/29/2015 - 05/30/2024
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (Brandon MS)
MS
05/25/2012 - 06/05/2015
HD VEST INVESTMENT SERVICES (BRANDON MS)
MS
09/19/2010 - 07/28/2011
H.D. VEST INVESTMENT SERVICES (BRANDON MS)
IA
Issued 06/29/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/18/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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