Jason GillespieCRD Number: 4492407
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jason Gillespie (CRD# 4492407) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Greensboro, NC and has over 9 years of experience in the finance industry.
Spartan Planning & Wealth Management
Triad Financial Advisors, Inc.
Nfp Advisor Services, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Greensboro, NC||Oct 2014 - Current||2|
|Bank Of America, N.a.||Greensboro, NC||Oct 2014 - Current||2|
|Fidelity Brokerage Services||Greensboro, NC||Jun 2013 - Oct 2014||1|
|Wells Fargo Bank||Greensboro, NC||Feb 2013 - Jun 2013||< 1|
|Wells Fargo Advisors LLC||Greensboro, NC||Dec 2011 - Jun 2013||1|
|Wells Fargo Insurance||Winston Salem, NC||Jun 2011 - Dec 2011||< 1|
|Transfirst||Greensboro`, NC||Apr 2011 - Jun 2011||< 1|
|Wells Fargo Insurance||Winston Salem, NC||Jan 2010 - Apr 2011||1|
|Wells Fargo Advisors, LLC||Winston-salem, NC||Mar 2008 - Mar 2010||2|
|Wachovia Bank, N.a.||Winston-salem, NC||Nov 2007 - Dec 2009||2|
|Equity Capital Funding||Charlotte, NC||Oct 2007 - Nov 2007||< 1|
|Unemployed||Charlotte, NC||Aug 2007 - Sep 2007||< 1|
|Greenpoint Mortgage Funding||Charlotte, NC||Mar 2007 - Aug 2007||< 1|
|North American Exchange Company||Charlotte, NC||Oct 2005 - Apr 2007||1|
|Irwin Home Equity||Charlotte, NC||Apr 2006 - Mar 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2008|
|S65||NASAA Investment Advisors Law Examination||May 2008|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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