Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jasper? Claim Your ProfileJasper Newton Watson is a financial advisor who has been in the industry since 2013. Watson is currently registered with Fidelity Personal And Workplace Advisors, located in Durham, North Carolina. Jasper Newton Watson has previously been employed by Allstate Financial Services, LLC, Fortress Private Ledger, LLC, TD Ameritrade, Inc., Scottrade, Inc., Principal Securities, Inc., Waddell & Reed, and Ameriprise Financial Services, Inc. Watson has held a Series 7 and Series 66 license since 2012 and passed the Securities Industry Essentials (SIE) exam in 2018. Watson is registered in 52 states and specializes in retirement planning, education planning, estate planning, insurance planning, and college savings.
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.
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.
1
2
NC
03/07/2022 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
NC
10/22/2021 - 01/24/2022
ALLSTATE FINANCIAL SERVICES, LLC (Morrisville NC)
NC
11/04/2019 - 10/15/2021
FORTRESS PRIVATE LEDGER, LLC (RALEIGH NC)
NC
02/26/2018 - 09/11/2019
TD AMERITRADE, INC. (DURHAM NC)
NC
12/05/2016 - 02/26/2018
SCOTTRADE, INC. (DURHAM NC)
NC
05/18/2015 - 11/17/2016
PRINCIPAL SECURITIES, INC. (Raleigh NC)
NC
10/06/2014 - 05/22/2015
WADDELL & REED (RALEIGH NC)
NC
11/13/2012 - 10/08/2014
AMERIPRISE FINANCIAL SERVICES, INC. (RALEIGH NC)
BOTH
Issued 11/01/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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