Jason Singleton, financial advisor Elkin NC

Jason Singleton

CRD Number: 4687918
Current Firm: Good Life Advisors, LLC

Jason Singleton (CRD# 4687918) is an Investment Advisor Representative working at Good Life Advisors, LLC in Elkin, NC and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Elkin, NC Dec 2016 - Current 7
Good Life Advisors, LLC Elkin, NC Dec 2016 - Current 7
Wells Fargo Clearing Services, LLC Elkin, NC Nov 2016 - Dec 2016 < 1
Wachovia Bank, Na Dobson, NC Dec 2007 - Dec 2016 9
Wells Fargo Advisors LLC Elkin, NC May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2003
S65 NASAA Investment Advisors Law Examination May 2006
Contact Info for Jason T. Singleton
Phone Number: 610-898-6927
Firm Website: https://www.opuswmg.com/
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    2,896
    MILLIONS
  • Total Number of Accounts
    16,544
    ACCOUNTS
  • Average Account Value
    $175,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

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