Jason SirmonCRD Number: 6280883
Current Firm: Edward Jones
Jason Sirmon (CRD# 6280883) is an Investment Advisor Representative working at Edward Jones in Boone, NC and has over 3 years of experience in the finance industry.
Allen Wealth Management, LLC
H.d. Vest Advisory Services, Inc.
Ic Advisory Services, Inc.
|Edward Jones||St Louis, MO||Dec 2013 - Current||4|
|Department Of Health And Human Services||Washington, DC||May 2013 - Dec 2013||< 1|
|Sirmon Training & Consulting Group||Belmont, NC||May 2008 - May 2013||5|
|Lake Norman Realty||Cornelius, NC||May 2006 - Jul 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
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:
- Regulatory Event
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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