Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Will? Claim Your ProfileWill Mason is a financial advisor with J.P. Morgan Securities LLC. Will is registered with FINRA and has licenses in 53 states. Will has been in the financial services industry since 2020. Will has experience with Wells Fargo Clearing Services, LLC and Pruco Securities LLC. Will specializes in a variety of financial planning and investment services for individuals, businesses, and institutions. Will's clients include corporations, individuals, insurance companies, pension plans, and charitable organizations. Will has a wide range of experience working with a diverse clientele.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
DC
04/27/2022 - Present
J.p. Morgan Securities LLC (Washington DC)
NC
04/30/2021 - 03/23/2022
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
12/01/2020 - 03/29/2021
PRUCO SECURITIES, LLC. (CHARLOTTE NC)
BOTH
Issued 03/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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