Jason Hann (CRD# 6069284) is an Investment Advisor Representative working at Credit Union Investment Services in Albemarle, NC and has over 11 years of experience in the finance industry.
CRD# 2237594
Raymond James Financial Services Advisors, Inc.
CRD# 4760952
Morgan Stanley
CRD# 5014047
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Secu Life Insurance Company | Raleigh, NC | Oct 2014 - Current | 9 |
| Members Trust Company | Tampa, FL | Aug 2013 - Current | 10 |
| Credit Union Investment Services | Raleigh, NC | Sep 2012 - Current | 11 |
| Secu Brokerage Services | Raleigh, NC | May 2012 - Current | 11 |
| State Employees' Credit Union | Albemarle, NC | Feb 2004 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2012 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2012 |
- NC
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
NC
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.