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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 Clukey is a financial advisor with Wells Fargo Clearing Services, LLC, an investment firm with offices in Winston-Salem and Greensboro, NC. Jason has been in the industry since 2001 and has worked with AXA Advisors, LLC and Northwestern Mutual Investment Services, LLC prior to joining Wells Fargo Clearing Services, LLC. Jason is a licensed investment advisor in North Carolina and has passed the Series 6, 7, and 66 exams. Jason specializes in working with high net worth individuals, corporations and other businesses, charitable organizations, pension and profit sharing plans, insurance companies, and state or municipal government entities.
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
NC
04/04/2003 - Present
Wells Fargo Clearing Services, LLC (WINSTON SALEM NC)
NY
05/02/2002 - 07/19/2002
AXA ADVISORS, LLC (NEW YORK NY)
WI
11/09/2001 - 01/11/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
11/09/2001 - 01/11/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 05/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/08/2001
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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