Jason Aldred (CRD# 5421278) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Franklin, TN and has over 9 years of experience in the finance industry.
CRD# 1823608
Retirement Resources Management, LLC
Score
101
CRD# 3237214
Envision Wealth Planning
Score
101
CRD# 4890057
Raymond James Financial Services Advisors, Inc.
Score
100
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Metlife Securities Inc. | Franklin, TN | Jan 2015 - Current | 2 |
| New England Securities | Nashville, TN | Jan 2009 - Current | 8 |
| Unemployed | Hoover, AL | Nov 2009 - Dec 2009 | < 1 |
| Wachovia Securities, LLC | Birmingham, AL | Sep 2007 - Nov 2009 | 2 |
| Wachovia Bank, N.a. | Birmingham, AL | Sep 2007 - Nov 2009 | 2 |
| Freeport Steel & Framing | Freeport, FL | Jun 2006 - Aug 2007 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2007 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2008 |
- TN
- TX
-
Total Assets Under Management13,804MILLIONS
-
Total Number of Accounts105,831ACCOUNTS
-
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AK, AL, AR, 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, VT, WA, WI, WV
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