JD
CFP
JD
CFP

Jason Daron

28 Years of Experience
Dublin, OH
Broker

Jason Daron is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Dublin, OH, with 28 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

6767 Longshore Street, Dublin, OH, 43017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Wells Fargo Advisors
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Morgan StanleyBroker
June 2021 - September 2023 · 2 yrs 3 mos
Morgan Stanley
June 2021 - September 2023 · 2 yrs 3 mos
Nationwide Securities, LLC
January 2016 - May 2021 · 5 yrs 4 mos
Nationwide Securities, LLCBroker
December 2015 - May 2021 · 5 yrs 5 mos
PNC Investments
July 2013 - October 2015 · 2 yrs 3 mos
PNC InvestmentsBroker
July 2013 - October 2015 · 2 yrs 3 mos
J.P. Morgan Institutional Investments INC.Broker
January 2011 - March 2013 · 2 yrs 2 mos
J.P. Morgan Asset Management
January 2006 - November 2009 · 3 yrs 10 mos
Jpmorgan Asset Management
July 2004 - December 2005 · 1 yr 5 mos
Jpmorgan Distribution Services, INC.Broker
January 2001 - January 2011 · 10 yrs
One Group Services Company (the)Broker
August 1997 - December 2000 · 3 yrs 4 mos
Banc One Securities CorporationBroker
February 1997 - July 1997 · 5 mos
Pruco Securities CorporationBroker
June 1995 - August 1995 · 2 mos
State Registrations1 state
OH
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.