Jason WillisCRD Number: 6137385
Current Firm: Newport Group Securities, Inc.
Jason Willis (CRD# 6137385) is an Investment Advisor Representative working at Newport Group Securities, Inc. in Heathrow, FL and has over 5 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Newport Group Securities, Inc.||Heathrow, FL||Dec 2011 - Current||6|
|The Newport Group, Inc.||Heathrow, FL||Dec 2011 - Current||6|
|Mosaic Wealth Management Group||Winter Springs, FL||Aug 2011 - Dec 2011||< 1|
|University Of Central Florida||Orlando, FL||Aug 2005 - Dec 2011||6|
|Zimmerman Kiser & Sutcliffe||Orlando, FL||Nov 2006 - Mar 2011||4|
|Silvermine Subs||Orlando, FL||Jan 2006 - Mar 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2013|
Total Assets Under Management28,048MILLIONS
Total Number of Accounts157ACCOUNTS
Average Account Value$178,652,414
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI
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.