Jason Vaughn, financial advisor Orlando FL
78 score

Jason Vaughn

CRD Number: 5987913
Current Firm: Wells Fargo Advisors, LLC

Jason Vaughn (CRD# 5987913) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Orlando, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Titusville, FL May 2016 - Current < 1
Wells Fargo Bank Na Titusville, FL May 2016 - Current < 1
Cetera Investment Advisers LLC Rocky River, OH Mar 2014 - May 2016 2
First Fed Sav & Loan Assoc Rocky River, OH Feb 2014 - May 2016 2
Key Investment Services LLC Cleveland, OH Oct 2011 - Feb 2014 2
Keybank Willowick, OH Jan 2010 - Feb 2014 4
Fifth Third Willoughby Hills, OH Jun 2008 - Jan 2010 1
Us Bank Chardon, OH Nov 2007 - Jun 2008 < 1
Mortgage Pointe Akron, OH Jan 2007 - Nov 2007 < 1
Cheesecake Factory Lyndhurst, OH Mar 2007 - Sep 2007 < 1
Equity Consultants Richfield, OH Apr 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2012
S65 NASAA Investment Advisors Law Examination May 2014
Disclosure Information

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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jason R. Vaughn
Phone Number: 314-875-3000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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 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, 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

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BADGES
78

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