Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Voss is an investment advisor representative registered with Wells Fargo Clearing Services, LLC. Jason has been in the industry since 1998 and has experience working with high-net-worth individuals, insurance companies, charitable organizations, corporations, and pension and profit-sharing plans. Jason specializes in providing investment consulting services to institutional clients and offers financial planning, portfolio management for businesses and individuals, and selection of other advisors. Jason previously held positions at Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., and Wachovia Securities, LLC.
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
MO
08/03/2010 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
10/05/2009 - 08/11/2010
AMERIPRISE FINANCIAL SERVICES, INC. (CLAYTON MO)
MO
10/11/2004 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (CLAYTON MO)
MO
03/29/1999 - 11/02/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
08/06/1998 - 11/06/1998
MIDWEST DISCOUNT BROKERS INC. (NEW YORK NY)
IA
Issued 01/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 08/04/1998
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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