Invested Better
Portfolio Management for Businesses Advisors in Virginia
9,679 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

RICHMOND, VA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Jason Montgomery Hudgins has been in the financial services industry since 2000 and has a history of working with Wells Fargo Advisors, LLC, SunTrust Investment Services, Inc., AXA Advisors, LLC, Farmers Financial Solutions, LLC, Banc of America Investment Services, Inc., Wachovia Securities, LLC and First Union Brokerage Services, Inc. Currently, Jason Montgomery Hudgins is a registered representative of Wells Fargo Clearing Services, LLC. Jason Montgomery Hudgins specializes in providing financial advice to individuals, businesses, charitable organizations and high-net-worth individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Ameriprise Financial Services, LLC

location

Manassas, VA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Jason Woodall is a financial advisor with Ameriprise Financial Services, LLC. Jason has been in the financial services industry since 2019. Jason has been registered with Ameriprise Financial Services, LLC since 2023. Jason holds Series 7TO, Series 66 and SIE licenses. Jason's office is located in Woodbridge, VA and has been registered to provide financial advice in Virginia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

ASHBURN, VA

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jason Richards is a financial advisor with over 25 years of experience in the financial industry. Jason is registered with LPL Financial LLC and holds Series 6, 7, 63, and 66 licenses, as well as the SIE exam. Jason is also a Certified Financial Planner. Before joining LPL Financial, Jason worked for Mutual Service Corporation, FSC Securities Corporation, OneAmerica Securities, Inc., American United Life Insurance Company, Park Avenue Securities LLC, and Guardian Investor Services Corporation. Jason specializes in providing financial planning, investment management, and retirement planning services to individuals and families.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

RICHMOND, VA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Jason King is a financial advisor with Ameriprise Financial Services, LLC in Richmond, VA. Jason has been in the financial services industry since June 2000. Jason is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 4, 6, 7, 9, 10, 31 and 65 licenses, as well as the SIE certification.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Ameriprise Financial Services, LLC

location

RICHMOND, VA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Jason Williams is a financial advisor with Ameriprise Financial Services, LLC. Jason has been in the industry since 1998 and has a variety of experience serving clients. Jason is registered with the state of Virginia and is a registered representative with FINRA. Jason holds Series 7, 63, and 66 licenses. Jason's firm, Ameriprise Financial Services, LLC, is a large firm with over $1 billion in assets under management. The firm offers a wide range of financial services including financial planning, asset allocation, portfolio management, and investment advisory services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Fidelity Personal AND Workplace Advisors

location

RICHMOND, VA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Jason Robert Naperala is a financial advisor registered with Fidelity Personal And Workplace Advisors and has been in the industry since 2020. Jason is registered to provide investment advice in 53 states and the District of Columbia. He has a Series 7TO, Series 66, and SIE. He holds a Uniform Combined State Law Examination license. Jason previously worked at Pruco Securities, LLC. and Saybrus Equity Services, LLC.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

VIENNA, VA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Jason B. Murphy is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jason has been in the financial industry since 2012 and is licensed to provide financial advice in 34 states. Jason is a Registered Representative of Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer, and a member of SIPC. Jason has a Series 7, 66 and SIE license and provides financial advice to a variety of clients, including individuals, businesses, and institutions.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Truist Advisory Services, Inc.

location

ROANOKE, VA

experience

30 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Jason Travis Turner is a financial advisor with Truist Advisory Services, Inc. Based in Roanoke, Virginia, Jason has been in the financial services industry since 1995 and holds a wide range of securities licenses and registrations. Jason has experience working with a variety of clients including high net worth individuals, corporations, and individuals other than high net worth individuals. Jason specializes in portfolio management, financial planning, and financial profiling services. Jason previously worked at BB&T Securities, LLC and Wells Fargo Advisors, LLC.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

VIENNA, VA

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jason Charles Wedel is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jason has been in the industry since August 2006. Jason is registered with the state of Texas as an investment advisor representative and with the state of Virginia as a registered representative. Jason has passed the Uniform Combined State Law Examination (Series 66), the Securities Industry Essentials Examination (SIE), and the General Securities Representative Examination (Series 7). Prior to joining Merrill Lynch, Jason was employed by BANC OF AMERICA INVESTMENT SERVICES, INC..

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Graves Light Lenhart

location

HARRISONBURG, VA

0 Disclosures

ADVISOR BIO

Jason Douglas Fink is a Registered Investment Advisor (IA) representative with Graves Light Lenhart. Jason has been in the industry since August 2001. Jason has a Series 65 license and is registered in Virginia. Jason is a Managing Member/Owner of Madison Financial Research.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals

Need help matching

with the right advisor?