Jason LimCRD Number: 6045640
Current Firm: Edward Jones
Jason Lim (CRD# 6045640) is an Investment Advisor Representative working at Edward Jones in Elkton, MD and has over 5 years of experience in the finance industry.
Affinity Wealth Management, Inc.
Planning Directions, Inc.
Woodbury Financial Services, Inc.
|Edward Jines||Perry Hall, MD||Apr 2012 - Current||5|
|United States Army||Fort Campbell, KY||Sep 2010 - Apr 2012||1|
|United States Army||Fort Lee, VA||Feb 2010 - Sep 2010||< 1|
|United States Army||Camp Humphreys,||Feb 2009 - Feb 2010||1|
|United States Army||Camp Stanley,||Feb 2008 - Feb 2009||1|
|United States Army||Fort Eustis, VA||Oct 2006 - Feb 2008||1|
|United States Army||Blacksburg, VA||Jul 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2012|
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