Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Kiefer is a registered representative of Wells Fargo Advisors Financial Network, LLC, where Jason has been employed since May 2021. Jason Kiefer has been working in the securities industry since April 2012. Jason is licensed in multiple states, including New Jersey, Texas, Arizona, California, Colorado, Delaware, District of Columbia, Florida, Illinois, Kansas, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Utah, Virginia and Wisconsin. Jason has also been registered with Edward Jones, a firm based in Egg Harbor Township, NJ, from April 2012 to May 2021. Jason Kiefer has earned the Series 66, Series 7 and SIE licenses. Jason has experience providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, portfolio management for businesses and portfolio management for individuals. Jason is also a 4% owner of Fortress Financial, LLC, an investment-related business, based in Ocean City, NJ.
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.
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NJ
05/21/2021 - Present
Wells Fargo Advisors Financial Network, LLC (OCEAN CITY NJ)
NJ
04/12/2012 - 05/24/2021
EDWARD JONES (Egg Harbor Township NJ)
BOTH
Issued 07/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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