Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Wesley Shaw is a financial advisor with over 20 years of experience in the industry. Jason is currently registered with Wells Fargo Clearing Services, LLC and is licensed to provide financial advice in Ohio and Texas. Jason has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Jason also has experience in financial planning, investment consulting, and portfolio management. Jason specializes in various areas such as providing securities advice, investment advisory services, and executing securities trades. Outside of work, Jason is an independent pastor and is involved with Three Nails to Freedom MC.
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
OH
04/20/2022 - Present
Wells Fargo Clearing Services, LLC (DUBLIN OH)
OH
10/01/2012 - 12/26/2019
J.P. MORGAN SECURITIES LLC (WESTERVILLE OH)
OH
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
IL
07/17/2000 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
OH
02/01/2000 - 07/05/2000
ONE GROUP SERVICES COMPANY (THE) (BROOKLYN OH)
IL
11/20/1998 - 02/28/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 11/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1998
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
Not sure Jason Shaw is the right advisor for you? Invested Better is here to help.
