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Jason Taraszki

Wells Fargo Advisors
27 Years of Experience
Frisco, TX
1 DisclosureBroker
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Jason Taraszki is a registered investment advisor at Wells Fargo Advisors, based in Frisco, TX, with 27 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

17 Cowboys Way Ste 500, Frisco, TX, 75034

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History

Regulatory History (1)
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
May 2008
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
May 2026 - Present · 5 mos
Wells Fargo Advisors
May 2026 - Present · 5 mos
Previous Registrations
UBS Financial Services INC.Broker
December 2013 - May 2026 · 12 yrs 5 mos
UBS Financial Services INC.
December 2013 - May 2026 · 12 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2000 - December 2013 · 13 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2000 - December 2013 · 13 yrs 6 mos
Dean Witter Reynolds INC.Broker
March 1999 - June 2000 · 1 yr 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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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