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Jason Scott McFarland

Wesbanco Securities, Inc.

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About Jason Scott McFarland

Jason McFarland is a registered representative with Wesbanco Securities, Inc. Jason has been in the industry since 2012 and is registered with the state of Ohio and West Virginia. Jason has a diverse background in finance and investment services, including experience with J.P. Morgan Securities LLC and Chase Investment Services Corp. Jason offers financial planning and portfolio management services to individuals and businesses.

Firm Information

Jason McFarland is currently registered with Wesbanco Securities, Inc.. Wesbanco Securities, Inc. is a corporation formed in 1996 and headquartered in St. Clairsville, Ohio. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and other clients. Wesbanco Securities, Inc. is registered with the SEC and in 27 states. The firm has 93 registered representatives and manages approximately $132.7 million in regulatory assets.
Wesbanco Securities, Inc.

135 W MAIN STREET

ST CLAIRSVILLE, OH 43950

$132.66M

Assets Under Management

Not reported

Total Clients

88

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason McFarland’s Registration & Firm History

WV

01/13/2022 - Present

Wesbanco Securities, Inc. (PARKERSBURG WV)

OH

10/01/2012 - 01/03/2022

J.P. MORGAN SECURITIES LLC (Columbus OH)

OH

05/14/2012 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (PICKERINGTON OH)

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Licenses & Designations

BOTH

Issued 10/28/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/29/2024

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/05/2018

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/17/2018

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/30/2018

Series 24 - General Securities Principal Examination

BC

Issued 05/22/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2016

Series 7 - General Securities Representative Examination

BC

Issued 05/11/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Scott McFarland.
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