Jason GrossoCRD Number: 6191841
Current Firm: Wells Fargo Clearing Services, LLC
Jason Grosso (CRD# 6191841) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Marlton, NJ and has over 5 years of experience in the finance industry.
Lpl Financial LLC
Planning Capital Management Corp.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Wells Fargo Clearing Services, LLC||Marlton, NJ||Jan 2021 - Current||1|
|Morgan Stanley Private Bank, N.a.||New York, NY||Oct 2018 - Jan 2021||2|
|Morgan Stanley||Mount Laurel, NJ||Apr 2013 - Jan 2021||7|
|Best Buy||Deptford, NJ||Aug 2012 - Sep 2013||1|
|Self Employed||Pennsauken, NJ||Jun 1997 - Aug 2012||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2016|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- 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)
AK, AL, AR, AZ, 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, VI, VT, WA, WI, WV, WY
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