Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Siegel is a financial advisor with over 27 years of experience in the industry. Jason is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with them since 2022. Prior to that, Jason was employed by Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lew Lieberbaum & Co., Inc., and Chatfield Dean & Co., Inc. Jason holds Series 3, 7, 9, 10, 63, and 65 licenses. Jason is also a co-owner of JNM Realty LLC, which is not investment-related.
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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2
NY
07/08/2022 - Present
Wells Fargo Advisors Financial Network, LLC (POUGHKEEPSIE NY)
NY
05/01/2007 - 07/08/2022
WELLS FARGO CLEARING SERVICES, LLC (POUGHKEEPSIE NY)
NY
11/12/1999 - 05/10/2007
CITIGROUP GLOBAL MARKETS INC. (POUGHKEEPSIE NY)
NY
08/23/1996 - 11/18/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/15/1996 - 09/20/1996
LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)
CO
02/23/1995 - 02/05/1996
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 09/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/10/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2010
Series 3 - National Commodity Futures Examination
BC
Issued 02/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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