Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Snyder is a financial advisor with Wells Fargo Clearing Services, LLC based in Greenwood Village, Colorado. Jason has been working in the financial services industry since 2010. Jason holds a Series 6, 7, 63, and 66 license, and a SIE designation. Jason is registered to provide investment advice in Colorado and California.
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
CO
06/11/2020 - Present
Wells Fargo Clearing Services, LLC (GREENWOOD VILLAGE CO)
TX
03/18/2014 - 05/08/2018
LPL FINANCIAL LLC (HOUSTON TX)
TX
11/22/2011 - 02/14/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
08/24/2006 - 04/05/2010
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
BOTH
Issued 09/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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