ADVISOR BIO

Jason Adams is a financial advisor with Fidelity Personal And Workplace Advisors. Jason holds a Series 63, Series 7, and Series 6 licenses and has been in the industry since 2020. Jason provides financial planning and portfolio management services to individuals, businesses, and retirement plans. Jason is a Certified Financial Planner and a Chartered Financial Consultant.

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ADVISOR BIO

Jason Cole is a financial advisor with over 30 years of experience in the industry. Jason is currently registered with Wells Fargo Clearing Services, LLC and provides a variety of financial services, including investment consulting, financial planning, pension consulting, and portfolio management for both individuals and businesses. Jason has previously worked at Wells Fargo Investments, LLC, Wells Fargo Securities Inc., and Great Western Financial Securities Corporation. Jason is a licensed Series 6, 7, 63, and 65. Jason has a wide range of experience in the financial services industry and is committed to providing his clients with the highest level of service.

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ADVISOR BIO

Jason King is a financial advisor with Charles Schwab & CO., Inc. Jason has been in the financial industry since 1996. Jason is licensed to provide financial advice in California and is registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative. Jason is also licensed as an Investment Advisor Representative (IAR) in California.

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ADVISOR BIO

Jason Bradley Johnson is a financial advisor registered with Mariner Independent. Jason has been in the industry since 2014 and has worked with both Morgan Stanley and Wells Fargo Clearing Services before joining Mariner Independent. Jason is a Registered Representative and Investment Advisor Representative, and is licensed in California, Hawaii, Nevada, Oregon, and Washington. Jason specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Jason is also a Registered Investment Advisor with Mariner Independent Advisor Network, LLC.

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ADVISOR BIO

Jason Lefton is an investment advisor representative at Evoke Advisors. He is registered with the state of California and is also registered in Colorado, Florida, Nevada, Ohio, Oregon and Texas. He has been in the financial services industry since 1999 and has experience in providing a variety of financial services, including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals and pooled investment vehicles. Jason is committed to helping clients reach their financial goals and has a strong track record of success in doing so.

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ADVISOR BIO

Jason Blumberg is an investment advisor representative with Lido. Jason has been in the industry for 10 years and is registered with the state of California, Florida and Texas. Jason holds a Series 65 license. Jason is also an active investment advisor representative with Lido Advisors, LLC. Jason specializes in providing financial planning, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Jason has experience working with a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and ERISA pooled plans.

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ADVISOR BIO

Jason Kelso is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in EL SEGUNDO, CA. Jason has been in the industry since 2004 and has a Series 7, Series 66, and SIE licenses. The advisor is registered with FINRA and is currently registered in 24 states. Jason is also licensed to provide investment advice in 3 states. Jason works with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. The advisor's firm provides portfolio management, financial planning, and other advisory services.

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ADVISOR BIO

Jason Guan is a registered representative with J.p. Morgan Securities LLC, licensed in 53 states and jurisdictions. Jason has been in the industry since August 8th, 2024 and has passed the Series 63, Series 79TO, and SIE exams. Jason focuses on a variety of financial planning needs including retirement planning, college savings, and investment management.

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ADVISOR BIO

Jason Michael Snow is a financial advisor with LPL Financial LLC. Jason has been in the financial industry since April 4, 2000. Jason holds Series 6, 7, 26, 63, and 65 licenses. Jason has held prior positions at Northwestern Mutual Investment Services, LLC, American Funds Distributors, Inc., MFS Fund Distributors, Inc., BANC of America Investment Services, Inc., Columbia Management Distributors, Inc., BACAP Distributors, LLC, Stephens Inc., Scudder Weisel Capital, LLC, and Fidelity Investments Institutional Services Company, Inc. Jason is registered in California, Florida, Georgia, Idaho, Nevada, and New York. Jason's firm, LPL Financial LLC, is a registered investment advisor with more than $50 billion in assets under management. LPL Financial LLC provides financial planning, portfolio management, and other services to individuals, corporations, and institutions.

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ADVISOR BIO

Jason Derrick Jones is a Registered Representative and Investment Adviser Representative associated with Wells Fargo Clearing Services, LLC. Jason has been in the industry for more than five years and holds multiple licenses including Series 7, 6, 63, and 66. Jason is active in both California and is registered to provide investment advice and securities services to clients. Jason is an active member of the securities industry and has been with Wells Fargo since 2018. Jason is located in Murrieta, CA. He serves a wide range of clients including individuals, high net worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS