Jason Harris is a registered investment advisor at Wells Fargo Advisors, based in Troy, OH, with 24 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
51 S Stanfield Rd, Troy, OH, 45373
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason owns Rising Covey Partners LLC, Atlas Investment Management LLC (25% ownership), rental properties, and J Harris GP, LLC (90% ownership). These activities require minimal time commitment.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations31 states
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