Jason Helsel (CRD# 5969075) is an Investment Advisor Representative working at Edward Jones in Arlington, TX and has over 12 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Nov 2021 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Arlington, TX | Jul 2007 - Nov 2021 | 14 |
| Bank Of America, N.a. | Arlington, TX | Jul 2007 - Nov 2021 | 14 |
| Casino Events | Farmers Branch, TX | Jan 2001 - Jun 2021 | 20 |
| Box Office | Flower Mound, TX | Sep 1997 - Jun 2021 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2011 |
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY
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