ADVISOR BIO

Jason Lee is a financial advisor who has been in the industry since September 11, 2012. Jason is currently registered with Morgan Stanley. Jason is licensed to provide financial services in 49 states. Jason has earned the Series 3, 7 and 66 licenses. Jason holds a SIE designation.

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ADVISOR BIO

Jason Wittbrodt is a financial advisor registered with Fidelity Personal AND Workplace Advisors. Jason is a registered representative and investment advisor representative with over 2 years of experience in the financial industry. Jason holds Series 7, 63 and 66 licenses.

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ADVISOR BIO

Jason Hughley is an investment advisor representative registered with Cetera Investment Advisers LLC and has been in the industry since February 15, 2010. Jason has passed the Series 6, Series 63, Series 65, and SIE exams. Jason is currently registered in California, Florida, Georgia, Louisiana, Maryland, Michigan, New York, North Carolina, Ohio, Tennessee, and Texas. Jason provides financial planning, pension consulting, and educational seminars to clients. Jason is also a team-based model consultant. Jason's previous employer was Foresters Financial Services, Inc. in Farmington Hills, Michigan.

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ADVISOR BIO

Jason Betts is a financial advisor with Raymond James & Associates, Inc. located in Pasadena, CA. Jason has over 19 years of experience in the financial services industry. Jason has a broad range of experience, and holds a variety of licenses and certifications. Jason has been registered with Raymond James & Associates, Inc. since May 2019. Previously, Jason was a registered representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Cantella & Co., Inc. and Bank of America Investment Services, Inc.

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ADVISOR BIO

Jason Friedman is a financial advisor who has been in the industry since September 22, 2003. Jason is currently registered with UBS Financial Services Inc., and has been with the firm since February 2015. Before joining UBS Financial Services Inc., Jason was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from September 22, 2003 until March 2, 2015. Jason has passed several industry exams, including the Series 66, Series 31, and Series 7. Jason holds registrations in several states, including California, Texas, Arizona, Colorado, Florida, Georgia, Idaho, Illinois, Maine, Maryland, Massachusetts, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Utah, Virginia, and Washington. Jason specializes in providing financial advice to individuals, businesses, corporations, charitable organizations, pension and profit sharing plans, and insurance companies. Jason also provides financial planning, pension consulting, and educational seminars.

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ADVISOR BIO

Jason Goehring is a financial advisor who has been in the industry since 2011. Jason is registered with the state of California as an Investment Advisor Representative and with Texas as a Broker/Dealer. Jason currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed to sell securities in 27 states. Jason has a strong background in financial planning and portfolio management, and has helped many individuals and families achieve their financial goals. Jason offers a variety of services, including investment management, financial planning, and retirement planning.

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ADVISOR BIO

Jason Douglas Lock is a financial advisor with over 30 years of experience in the industry. Jason is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously held positions with BANC OF AMERICA INVESTMENT SERVICES, INC., WELLS FARGO INVESTMENTS, LLC, CAL FED INVESTMENTS, INVEST FINANCIAL CORPORATION, and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. Jason holds a variety of licenses and certifications, including Series 3, 4, 6, 7, 9, 10, 24, 52, 53, and 63. Jason provides a variety of financial services to individuals, businesses, and institutions. Jason's expertise includes portfolio management, financial planning, and retirement planning.

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ADVISOR BIO

Jason Allan Torrey-payne is a financial advisor at Raymond James & Associates, Inc. Jason has been in the industry since 1997 and has experience in both investment advisory and brokerage services. Jason is registered with the states of California and Texas, and is a Series 7, 9, 10, 52, 63, and 65 licensed individual. Jason specializes in providing financial advice to individuals, businesses, and institutions. In addition to their work at Raymond James, Jason also helps clients with credit union related forms.

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ADVISOR BIO

Jason Yenhui Wang is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. located in PASADENA, CA. Jason has been in the financial services industry since 1997 and has a wide range of experience in providing investment advice to individuals, corporations, and other institutions. Jason holds a Series 7, Series 31, Series 63 and Series 65 licenses, and is also a registered representative in California, Florida, Idaho, Illinois, Kansas, and Washington. Jason has a strong commitment to providing clients with personalized financial advice that meets their unique needs. Jason also provides services such as performance measurement reports, allocation modeling, IPS, research reports and services, selection of other advisors and portfolio management for businesses and individuals.

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ADVISOR BIO

Jason Devon Brown is a financial advisor who has been in the industry since 1996. Jason is currently registered with Morgan Stanley and has been with the firm since 2009. Jason is also registered in Texas. Jason has experience in portfolio management for individuals, businesses, and investment companies. Jason holds Series 7, 31, and 63 licenses, as well as the SIE and Series 65.

SPECIALIZATIONS