Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Pitts is an active investment advisor registered in Virginia with Wells Fargo Advisors Financial Network, LLC. Jason has over 30 years of experience in the financial services industry and has held registrations in a number of states. Jason holds the Series 7, Series 24, and Series 63 licenses and the Series 65 qualification. Jason is currently registered in Virginia and Texas. In addition to providing investment advice, Jason also provides financial planning, investment consulting services to institutional clients and selection of other advisors.
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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VA
08/01/2024 - Present
Wells Fargo Advisors Financial Network, LLC (ASHBURN VA)
VA
02/21/2014 - 08/01/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (Herndon VA)
VA
05/20/2009 - 02/28/2014
AXA ADVISORS, LLC (LANSDOWNE VA)
VA
10/06/2006 - 06/16/2009
ING FINANCIAL PARTNERS, INC. (LANSDOWNE VA)
VA
06/30/2004 - 10/19/2006
SUNTRUST INVESTMENT SERVICES, INC. (RESTON VA)
MO
02/06/2002 - 06/21/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
05/08/2000 - 01/30/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
10/17/1997 - 05/10/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CO
09/10/1994 - 10/20/1997
R A F FINANCIAL CORPORATION (DENVER CO)
NY
05/20/1994 - 09/09/1994
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
CO
03/15/1993 - 05/18/1994
TAMARON INVESTMENTS, INC. (ENGLEWOOD CO)
IA
Issued 07/18/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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