ADVISOR BIO

Jason David Williams is a financial advisor with Wells Fargo Clearing Services, LLC. Jason Williams is registered with the state of California and Texas as a Registered Representative and Investment Advisor Representative. Jason Williams has been in the financial services industry since August 2010. Prior to joining Wells Fargo Clearing Services, LLC, Jason Williams worked for J.P. Morgan Securities LLC, CHASE INVESTMENT SERVICES CORP., and U.S. BANCORP INVESTMENTS, INC.. Jason Williams is a Series 6, 7, 63, and 66 licensed professional. Jason Williams also holds a Securities Industry Essentials Examination. Jason Williams specializes in portfolio management for individuals and businesses, financial planning and selection of other advisors. Jason Williams also provides investment consulting services to institutional clients.

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ADVISOR BIO

Jason Dara Bahramian is a financial advisor with Voya Financial Advisors, Inc. Jason has been in the industry since 2015 and holds Series 7, Series 66, and SIE licenses. Jason offers a variety of financial services to individuals, families, and businesses, including financial planning, portfolio management, and retirement planning. Prior to joining Voya Financial Advisors, Inc., Jason worked at J.P. MORGAN SECURITIES LLC and GWN SECURITIES INC.

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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 O. St. claire is a financial advisor registered with Morgan Stanley since June 2009. Jason holds FINRA Series 7, 31, and 63 registrations, as well as the Series 65 license and the SIE exam. Jason provides a wide range of services, including portfolio management for individuals, businesses, and investment companies, financial planning, and pension consulting. Jason has been in the financial services industry since June 1999.

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ADVISOR BIO

Jason G. Giorgio is a financial advisor with over 27 years of experience in the industry. Jason is registered with Park Avenue Securities LLC and is licensed to provide investment advice in 27 states and the District of Columbia. Jason's areas of specialization include financial planning, portfolio management for individuals, educational seminars, and the selection of other advisors. Jason's previous experience includes working at Guardian Investor Services Corporation.

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ADVISOR BIO

Jason Stovall is a registered representative with J.p. Morgan Securities LLC and is licensed to conduct business in California. Jason has been in the financial services industry since January 2022 and has passed the Series 63, Series 6TO, and SIE exams. Jason specializes in providing investment advice to individuals and corporations.

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ADVISOR BIO

Jason Christopher Mango is a registered representative with LPL Financial LLC. Jason has been in the financial services industry since December 12, 2018. Jason holds the Series 7, Series 66, and Series 99TO licenses. Jason's professional experience includes working with Debtwave Credit Counseling and LPL Financial LLC. Jason's primary office location is in San Diego, California.

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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 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 Sinclair is a financial advisor at Morgan Stanley. Jason has been in the industry since 1999. Jason specializes in providing a range of financial services including portfolio management, financial planning, and asset allocation advice. Jason holds the Series 63, Series 65, Series 7, and Series 31 licenses, as well as the SIE exam. Prior to joining Morgan Stanley, Jason worked at UBS Financial Services Inc.

SPECIALIZATIONS