Jason Wagner, financial advisor Greenville SC
93 score

Jason Wagner

CRD Number: 5543011
Current Firm: Strategic Advisers, Inc.

Jason Wagner (CRD# 5543011) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Greenville, SC and has over 7 years of experience in the finance industry.

Similar Advisors
Michael Cruce, financial advisor Greenville SC
Michael M. Cruce
CRD# 2431696
Erisa Plan Services Inc.
Score
101
Similar Advisors
John Whitmire, financial advisor Greenville SC
John M. Whitmire
CRD# 2442603
Eagle Strategies LLC
Score
100
Similar Advisors
Michael Allison, financial advisor Greenville SC
Michael S. Allison
CRD# 2232558
Securities America Advisors, Inc.
Score
96
Company Name Location Dates Years
Fidelity Brokerage Services Greenville, SC Apr 2010 - Current 6
J.p.morgan Chase Bank Alpharetta, GA Nov 2009 - Apr 2010 < 1
Chase Investment Services Corp. Alpharetta, GA Nov 2009 - Apr 2010 < 1
E*trade Securities LLC Alpharetta, GA Oct 2009 - Nov 2009 < 1
Wachovia Securities, LLC Landrum, SC Jun 2008 - Sep 2009 1
Wachovia Bank, N.a. Simpsonville, SC Feb 2007 - Jun 2008 1
Granite Services, Inc. Greenville, SC Oct 2006 - Feb 2007 < 1
Unemployed Belton, SC May 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Jason P. Wagner
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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

Ready to hire a financial advisor? Get competitive proposals from Jason Wagner and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.