Jason Borland, financial advisor Nags Head NC

Jason Borland

CRD Number: 7119755
Current Firm: Edward Jones

Jason Borland (CRD# 7119755) is an Investment Advisor Representative working at Edward Jones in Nags Head, NC and has over 4 years of experience in the finance industry.

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Edward Jones
Company Name Location Dates Years
Edward Jones St Louis, MO Jun 2019 - Current 4
Roanoke Island Inn Manteo, NC Nov 2017 - Jun 2019 1
Sand Cherry Associates Charlotte, NC Feb 2018 - Aug 2018 < 1
Time Warner Cable Herndon, VA Jan 2016 - Oct 2017 1
Cox Communications Herndon, VA Mar 2007 - Dec 2015 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Jason Borland
Phone Number: 314-515-2000
Registered State(s):
  • NC
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY

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