Jason Clary (CRD# 5260601) is an Investment Advisor Representative working at Clary Financial, Inc. in South Easton, MA and has over 10 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 4318531
Integrated Wealth Concepts LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clary Financial,inc. | South Easton, MA | Jul 2014 - Current | 9 |
| Clary Investment And Insurance Planning Corp. | South Easton, MA | Mar 2008 - Current | 16 |
| Mml Investors Services, Inc. | East Providence, RI | Dec 2006 - Current | 17 |
| Massmutual Life Insurance Company | East Providence, RI | Nov 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2014 |
| S63 | Uniform Securities State Law Examination | Apr 2014 |
- MA
-
Total Assets Under Management82MILLIONS
-
Total Number of Accounts419ACCOUNTS
-
Average Account Value$195,917
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA
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