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 3 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Alconbury Trust L.l.c
|Newport Group Securities, Inc.||Heathrow, FL||Dec 2011 - Current||5|
|The Newport Group, Inc.||Heathrow, FL||Dec 2011 - Current||5|
|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 Management23,100MILLIONS
Total Number of Accounts168ACCOUNTS
Average Account Value$137,500,000
- 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)
AL, AR, AZ, CA, CO, 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