Jason Andrews
Jason Andrews is a registered investment advisor at Wells Fargo Advisors, based in Old Greenwich, CT, with 23 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
1700 E Putnam Ave, Ste 200, Old Greenwich, CT, 06870
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business Activities
Jason has ownership stakes in several investment-related entities, including Cutler Andrews Capital Management, JMJB Capital Partners, Merritt Point Wealth Advisors LLC, MPF Holdings LLC, MPWA LLC, MPWP LLC, and Merritt Point Growth Partners, LLC. He also serves as a trustee for JMJB Capital Partners Inc 401K.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations48 states
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.