Jason Watkins, financial advisor Norcross GA
88 score

Jason Watkins

CRD Number: 6383462
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jason Watkins (CRD# 6383462) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Norcross, GA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Norcross, GA Jun 2016 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Norcross, GA Jun 2016 - Current < 1
Us Navy (reserve) Marietta, GA Jan 2016 - Current < 1
Wells Fargo Advisors, LLC Anniston, AL Aug 2014 - Mar 2016 1
Us Navy (reserve) Nashville, TN Oct 2013 - Dec 2015 2
Village Real Estate Services Nashville, TN Oct 2013 - Jul 2014 < 1
Us Navy (active); Overseas Military Service Helmand, Oct 2012 - Sep 2013 < 1
Us Navy (reserve) Nashville, TN Mar 2010 - Oct 2012 2
Tandem Realty Nashville, TN Nov 2009 - Oct 2012 2
Us Navy (active) Memphis, TN Mar 2008 - Oct 2009 1
Us Navy (active); Overseas Military Service Kabul, Aug 2007 - Feb 2008 < 1
Us Navy (active) Jacksonville, FL Oct 2004 - Feb 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Jason E. Watkins
Phone Number: 800-637-7455
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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