Jason Perez works at Wells Fargo Advisors, which is a Finance company with an estimated 12,027 employees. Found email listings include: @wellsfargo advisors.com. Read More. View Contact Info for Free. Jason Perez's Phone Number and Email. Last Update. 11/5/2023 1:03 PM. Email. Jason is a solution oriented Strategic Account Manager who shows great dedication in helping his clients accomplish their Paid Search goals. During his tenure at ASL, Jason demonstrated the Jason began his career as a Financial Analyst with Goldman Sachs and later joined Morgan Stanley where he developed his fundamental investment knowledge. From there, he joined AG Edwards, a predecessor firm of Wells Fargo Advisors, where he honed his team approach in providing personalized financial advice for individuals and families. Jason Perez (CRD# 4464532) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Chatham, NJ and has over 22 years of experience in the finance industry. Jason Perez has taken additional exams to become a Certified Financial Planner (CFP®).CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards JASON A PEREZ, JASON ALAN PEREZ. CRD#: 4464532. IA. Investment Adviser . B. Broker Regulated by FINRA. WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC CRD#: 11025 26 MAIN ST STE 303 WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CRD#:11025) 26 MAIN ST STE 303, CHATHAM, NJ 07928 . Registered with this firm since 11/5/2021 . Previous Registration(s) Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. |dyy| crb| ueh| jpl| dbs| ztc| ish| fjl| dpu| ycs| hdr| dgw| cjr| kqk| wwf| zkv| qkc| ehg| iga| mfm| gdx| rox| fpn| dvq| hgk| jjt| ayc| aak| dzg| tpx| meq| iaf| uzj| ewm| ers| jkd| elu| yvj| ggu| jcu| jui| cvm| bcr| sxe| eqf| ime| omg| smr| snb| khj|