Jason CarlsonCRD Number: 5493577
Current Firm: Key Investment Services LLC
Jason Carlson (CRD# 5493577) is an Investment Advisor Representative working at Key Investment Services LLC in Fife, WA and has over 11 years of experience in the finance industry.
Investor Resources Inc.
Wells Fargo Advisors Financial Network, LLC
Bright Road Wealth Management, LLC
|Key Investment Services||Graham, WA||Mar 2017 - Current||3|
|Key Investment Services LLC||Fife, WA||Mar 2015 - Mar 2017||2|
|Key Bank||Fife, WA||Aug 2008 - Mar 2017||8|
|Key Investment Services||Fife, WA||Oct 2008 - Mar 2015||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
|S65||NASAA Investment Advisors Law Examination||Apr 2017|
Total Assets Under Management2,546MILLIONS
Total Number of Accounts17,861ACCOUNTS
Average Account Value$142,525
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KY, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY
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