Jason HollonCRD Number: 5522381
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jason Hollon (CRD# 5522381) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Atlanta, GA and has over 9 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Bank Of America, N.a.||Atlanta, GA||Jan 2014 - Current||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Atlanta, GA||Aug 2013 - Current||4|
|Bank Of America||Kennesaw, GA||Jun 2011 - Aug 2013||2|
|Bank Of America||Roswell, GA||Jun 2009 - Aug 2012||3|
|Fifth Third Bank||Norcross, GA||Aug 2010 - Jun 2011||< 1|
|Banc Of America Investment Services, Inc.||Atlanta, GA||Apr 2008 - Aug 2010||2|
|Bank Of America||Alpharetta, GA||Sep 2005 - Aug 2010||4|
|Bank Of America Severnce||Woodstock, GA||Apr 2009 - Jun 2009||< 1|
|Bank Of America||Atlanta, GA||Apr 2008 - Apr 2009||1|
|Bank Of America||Alpharetta, GA||Sep 2005 - Apr 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
|S63||Uniform Securities State Law Examination||Jun 2008|
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:
- Criminal Record
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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