Jason Vaughn, financial advisor Forest Lake MN

Jason Vaughn

CRD Number: 6763140
Current Firm: U.s. Bancorp Investments, Inc.

Jason Vaughn (CRD# 6763140) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Forest Lake, MN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bank Forest Lake, MN Apr 2020 - Current 1
U.s. Bancorp Investments, Inc. Forest Lake, MN Apr 2020 - Current 1
Wells Fargo Clearing Services, LLC Coon Rapids, MN Feb 2017 - Apr 2020 3
Wells Fargo Bank, Na Coon Rapids, MN Mar 2015 - Apr 2020 5
Industries Inc. Cambridge, MN Aug 2012 - Mar 2015 2
Merry Maids White Bear Lake, MN Mar 2010 - Aug 2012 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2018
S63 Uniform Securities State Law Examination May 2017
Contact Info for Jason A. Vaughn
Phone Number: 800-888-4700
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    12,843
    MILLIONS
  • Total Number of Accounts
    48,357
    ACCOUNTS
  • Average Account Value
    $265,594
Compensation Options
  • A percentage of assets under your management
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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