Jason McDowell, financial advisor Birmingham AL
93 score

Jason McDowell

CRD Number: 3126793
Current Firm: Wells Fargo Advisors, LLC

Jason McDowell (CRD# 3126793) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Birmingham, AL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Birmingham, AL May 2009 - Current 7
Wachovia Securities, LLC Birmingham, AL Jan 2008 - May 2009 1
A.g. Edwards & Sons, Inc. Inverness, AL May 2006 - Jan 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S66 NASAA Uniform Combined State Law Examination Jun 2006
Contact Info for Jason D. McDowell
Phone Number: 314-875-3000
Registered State(s):
  • AL
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
Clean Record
This advisor has a clean track record with regulators.

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