Jason Cale, financial advisor San Antonio TX
78 score

Jason Cale

CRD Number: 5899838
Current Firm: Wells Fargo Advisors, LLC

Jason Cale (CRD# 5899838) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in San Antonio, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Bank Na Austin, TX May 2012 - Current 4
Wells Fargo Advisors, LLC Austin, TX May 2012 - Current 4
Cale Solutions, LLC Dale, TX Apr 2010 - Current 6
Spurce Insurance Agency Austin, TX Sep 2011 - Mar 2012 < 1
Various Insurance Carriers For W&r Insurance Agencies Dale, TX Jun 2011 - Sep 2011 < 1
Waddell & Reed, Inc. Austin, TX May 2011 - Sep 2011 < 1
Joe Hancock Insurance Lufkin, TX Feb 2009 - Feb 2011 2
Houstonian Richmond, TX Sep 2008 - Feb 2009 < 1
Scott Wong State Farm Sugar Land, TX Oct 2008 - Jan 2009 < 1
Unemployed Sugar Land, TX Aug 2008 - Sep 2008 < 1
Russ' Northside Service Iowa City, IA Dec 2007 - Aug 2008 < 1
Hills Bank & Trust Iowa City, IA Jun 2005 - Aug 2008 3
Wal-mart Iowa City, IA Jun 2005 - Dec 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
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
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jason L. Cale
Phone Number: 314-875-3000
Registered State(s):
  • TX
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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