Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Ryan Jaynes is a financial advisor who has been working in the industry since 2008. Jason currently works at Wells Fargo Clearing Services, LLC where he is registered as a Registered Representative in Texas. Jason has also held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated. Jason has a Series 3, Series 7, Series 31, and SIE licenses. Jason's primary focus is on advising high-net-worth individuals and helping them manage their portfolios. Jason is also registered as an Investment Advisor Representative in Texas.
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
TX
12/10/2019 - Present
Wells Fargo Clearing Services, LLC (FRISCO TX)
TX
10/21/2011 - 12/11/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRISCO TX)
TX
06/01/2009 - 10/26/2011
MORGAN STANLEY SMITH BARNEY (PLANO TX)
TX
08/22/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PLANO TX)
BOTH
Issued 09/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2014
Series 3 - National Commodity Futures Examination
BC
Issued 10/03/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 08/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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