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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 Scott Clark is a financial advisor with Wells Fargo Clearing Services, LLC located in ST. LOUIS, Missouri. Jason Scott Clark has been in the industry since 1998. Prior to joining Wells Fargo Clearing Services, LLC, Jason Scott Clark was registered with SAGEPOINT FINANCIAL, INC., AMERICAN GENERAL SECURITIES INCORPORATED, and FRANKIIN FINANCIAL SERVICES CORPORATION. Jason Scott Clark holds FINRA Series 6, 7, 9, 10, 24, 63 and 66 licenses. Jason Scott Clark specializes in providing financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients.
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
05/30/2017 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
10/31/2008 - 08/12/2014
SAGEPOINT FINANCIAL, INC. (UNION MO)
MO
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (SAINT PETERS MO)
TX
02/18/1998 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BOTH
Issued 05/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/18/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/23/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/17/1998
Series 6 - Investment Company Products/Variable Contracts 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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