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Jason Warren Grimes

MFS Fund Distributors, Inc.

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About Jason Warren Grimes

Jason Warren Grimes is a financial advisor at MFS Fund Distributors, Inc. Grimes has been in the financial services industry since December 4, 2007. Grimes is registered with the state of Texas. Grimes has passed the Series 6, 7, and SIE exams. Grimes previously worked at Jackson National Life Distributors LLC, Capital Brokerage Corporation, and Northwestern Mutual Investment Services, LLC.

Firm Information

Jason Grimes is currently registered with MFS Fund Distributors, Inc.. MFS Fund Distributors, Inc. is a corporation formed on October 27, 1992. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jason Grimes’s Registration & Firm History

MA

09/28/2010 - Present

MFS Fund Distributors, Inc. (BOSTON MA)

CO

08/10/2010 - 09/01/2010

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)

VA

05/31/2007 - 02/23/2009

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

NV

04/27/2006 - 05/01/2007

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LAS VEGAS NV)

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Licenses & Designations

BC

Issued 08/10/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/13/2011

Series 7 - General Securities Representative Examination

BC

Issued 04/26/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Warren Grimes.
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