Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Todd Ferree is a financial advisor with Capitol Securities Management, Inc. Jason has over 20 years of experience in the financial services industry. Jason holds Series 7, 63, and 65 licenses. Jason specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Jason has a passion for helping his clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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2
VA
02/18/2022 - Present
Capitol Securities Management, Inc. (GLEN ALLEN VA)
NC
09/30/2011 - 02/28/2022
WELLS FARGO CLEARING SERVICES, LLC (WILMINGTON NC)
NC
10/23/2009 - 10/03/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILMINGTON NC)
NC
10/26/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (RALEIGH NC)
NC
10/01/2000 - 10/29/2007
WACHOVIA SECURITIES, LLC (RALEIGH NC)
NC
02/02/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
07/21/1999 - 11/03/1999
COASTAL DISCOUNT STOCKBROKERS, INC. (WILMINGTON NC)
IA
Issued 09/02/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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