Jason Wingo, financial advisor Orlando FL

Jason Wingo

CRD Number: 7071894
Current Firm: J.p. Morgan Securities LLC

Jason Wingo (CRD# 7071894) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Orlando, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Orlando, FL Jul 2022 - Current < 1
Jpmorgan Chase Bank, N.a Orlando, FL Jul 2022 - Current < 1
Edward Jones St Louis, MO Feb 2019 - Jul 2022 3
Unemployed Saint Cloud, FL Jan 2019 - Jan 2019 < 1
Compass Flooring Distributors Orlando, FL Apr 2016 - Dec 2018 2
Genie Corporation Mt. Hope, OH Apr 2014 - Apr 2016 2
Central Florida Floors Saint Cloud, FL Nov 2013 - Dec 2014 1
Earthwerks Orlando, FL Aug 2010 - Nov 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Jason L. Wingo
Phone Number: 800-999-2000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    229,725
    MILLIONS
  • Total Number of Accounts
    856,594
    ACCOUNTS
  • Average Account Value
    $268,184
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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, WY

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