Jason BrownCRD Number: 6242231
Current Firm: Fisher Investments
Jason Brown (CRD# 6242231) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 7 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
The H Group Washington, Inc.
Ameriprise Financial Services, LLC
|Fisher Investments||Plano, TX||Jan 2021 - Current||1|
|Fidelity Brokerage Services LLC||Westlake, TX||Jul 2019 - Jan 2021||1|
|Wells Fargo Clearing Services, LLC||Fredericksburg, VA||Nov 2016 - Jul 2019||2|
|Wells Fargo Bank Na||Fredericksburg, VA||Jul 2016 - Jun 2019||2|
|Wells Fargo Advisors, LLC||Fredericksburg, VA||Jul 2016 - Nov 2016||< 1|
|Scottrade||Alexandria, VA||Apr 2015 - Jul 2016||1|
|Mutual Of Omaha Investor Services, Inc.||Omaha, NE||Aug 2013 - Apr 2015||1|
|Mutual Of Omaha||Manassas, VA||May 2013 - Apr 2015||1|
|Ups||Fredericksburg, VA||Jun 2013 - Aug 2013||< 1|
|Unemployed||Fredericksburg, VA||Jan 2013 - May 2013||< 1|
|Ups||Fredericksburg, VA||Oct 2012 - Jan 2013||< 1|
|Geico||Fredericksburg, VA||Jan 2010 - Oct 2012||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2014|
|S66||NASAA Uniform Combined State Law Examination||Sep 2016|
Total Assets Under Management159,612MILLIONS
Total Number of Accounts166,694ACCOUNTS
Average Account Value$957,512
- A percentage of assets under your management
- Performance-based 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
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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