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Jason Marshall

Wells Fargo Advisors
32 Years of Experience
Duluth, GA
1 DisclosureBroker
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Jason Marshall is a registered investment advisor at Wells Fargo Advisors, based in Duluth, GA, with 32 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

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

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Location

2055 Sugarloaf Circle, [G8-Rbo], Duluth, GA, 30097

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History

Regulatory History (1)
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Customer Dispute
January 2019
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jason is a passive investor with 5% ownership in American Metal Technology, LLC since 2009, dedicating minimal time. He also holds 33% ownership in Fiberglass Unlimited, Inc. since 2021, with minimal time commitment and no duties.

Employment History
Current Registrations
Wells Fargo Advisors
July 2019 - Present · 7 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
Oppenheimer & CO. INC.
February 2008 - July 2019 · 11 yrs 5 mos
Oppenheimer & CO. INC.Broker
February 2008 - July 2019 · 11 yrs 5 mos
Bear, Stearns & CO. INC.
January 2003 - February 2008 · 5 yrs 1 mo
Bear, Stearns & CO. INC.Broker
February 2002 - February 2008 · 6 yrs
Robert W. Baird & CO. IncorporatedBroker
June 1998 - March 2002 · 3 yrs 9 mos
Prudential Securities IncorporatedBroker
February 1994 - July 1998 · 4 yrs 5 mos
State Registrations23 states
ALAZCACOFLGAIAILKYLAMSNCNJNMNVNYOHSCTNTXUTVAWY
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.
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