Jason Fuchs, financial advisor Alexandria VA
93 score

Jason Fuchs

CRD Number: 5574526
Current Firm: Wells Fargo Advisors, LLC

Jason Fuchs (CRD# 5574526) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Alexandria, VA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Roanoke, VA May 2009 - Current 8
Wachovia Bank, N.a. Charlotte, NC Aug 2008 - Current 9
Wachovia Securities, LLC Charlotte, NC Aug 2008 - May 2009 < 1
Unemployed Charlotte, NC Jun 2008 - Aug 2008 < 1
Prestige Wine, Inc. Charlotte, NC Apr 2008 - Jun 2008 < 1
Proximo Spirits, Inc. Raleigh, NC Oct 2007 - Apr 2008 < 1
White Rock Distilleries, Inc. Raleigh, NC Mar 2007 - Oct 2007 < 1
Associated Distributors, Inc. Richmond, VA Jul 2006 - Mar 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S65 NASAA Investment Advisors Law Examination Oct 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jason H. Fuchs
Phone Number: 314-875-3000
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.