JP
JP

Jason Pitts

32 Years of Experience
Ashburn, VA
5 DisclosuresBroker

Jason Pitts is a registered investment advisor at Wells Fargo Advisors, based in Ashburn, VA, with 32 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

20130 Lakeview Center Plaza, 100B, Ashburn, VA, 20147

Get directions

History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2025
Denied
Customer Dispute
December 2025
Denied
Customer Dispute
September 2025
Denied
Financial
April 2019
Final
Customer Dispute
March 2001
Settled
Other Business Activities

Jason owns rental property in Leesburg, VA, and is the owner of 3 Captains, LLC, a fishing charter business. He also serves as secretary for the South Bay Condo Association. These activities require minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
July 2024 - Present · 1 yr 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
February 2014 - August 2024 · 10 yrs 6 mos
Cambridge Investment Research Advisors, INC.
February 2014 - August 2024 · 10 yrs 6 mos
AXA Advisors, LLCBroker
May 2009 - February 2014 · 4 yrs 9 mos
AXA Advisors, LLC
May 2009 - February 2014 · 4 yrs 9 mos
Ing Financial Partners, INC
February 2007 - June 2009 · 2 yrs 4 mos
Ing Financial Partners, INC.Broker
October 2006 - June 2009 · 2 yrs 8 mos
Suntrust Investment Services, INC.
July 2004 - October 2006 · 2 yrs 3 mos
Suntrust Investment Services, INC.Broker
June 2004 - October 2006 · 2 yrs 4 mos
Wachovia Securities, LLC
February 2002 - June 2004 · 2 yrs 4 mos
Wachovia Securities, LLCBroker
February 2002 - June 2004 · 2 yrs 4 mos
Salomon Smith Barney INC.Broker
May 2000 - January 2002 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1997 - May 2000 · 2 yrs 7 mos
R a F Financial CorporationBroker
September 1994 - October 1997 · 3 yrs 1 mo
Josephthal Lyon & Ross IncorporatedBroker
May 1994 - September 1994 · 4 mos
Tamaron Investments, INC.Broker
March 1993 - May 1994 · 1 yr 2 mos
State Registrations40 states
AKALARAZCACOCTDCDEFLGAHIIAILINLAMAMDMEMIMNMSNCNDNENJNMNVNYOHOKORPASCTNTXVAWAWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jason Pitts - Financial Advisor | TrueAdvisor