Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Rogers is a financial advisor who has been in the industry since 2010. Jason currently works for Wells Fargo Clearing Services, LLC in Chicago, Illinois and is registered in Illinois and Texas as an Investment Advisor Representative (IAR). Jason also has Series 6, 7, and 66 securities licenses and is a registered representative in numerous states. Prior to Wells Fargo Clearing Services, LLC, Jason was employed at Credit Suisse Securities (USA) LLC and J.P. Morgan Securities LLC.
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
IL
07/29/2016 - Present
Wells Fargo Clearing Services, LLC (CHICAGO IL)
IL
07/05/2014 - 03/02/2016
CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)
IL
05/31/2012 - 07/11/2014
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
03/03/2008 - 03/08/2010
CHASE INVESTMENT SERVICES CORP. (AURORA IL)
BOTH
Issued 07/18/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/29/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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