Jason ClukeyCRD Number: 4430002
Current Firm: Wells Fargo Advisors, LLC
Jason Clukey (CRD# 4430002) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Winston Salem, NC and has over 15 years of experience in the finance industry.
Triad Financial Advisors, Inc.
Nfp Advisor Services, LLC
Ameriprise Financial Services, Inc.
|Wells Fargo Bank Na||Greensboro, NC||May 2009 - Current||8|
|Wells Fargo Advisors LLC||Greensboro, NC||May 2009 - Current||8|
|Wachovia Securities, LLC||Winston-salem, NC||Jun 2003 - May 2009||5|
|Wachovia Bank, N.a.||Winston-salem, NC||Dec 2002 - May 2009||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2002|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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