JH
JH

Jason Harris

11 Years of Experience
Chatham, NJ
Broker

Jason Harris is a registered investment advisor at Wells Fargo Advisors, based in Chatham, NJ, with 11 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

19 Center St, Chatham, NJ, 07928

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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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Other Business Activities

Jason owns rental property in Greenport, NY since 2016. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
June 2024 - Present · 2 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
January 2024 - Present · 2 yrs 6 mos
Previous Registrations
Deutsche Bank Securities INC.Broker
October 2020 - October 2022 · 2 yrs
Hsbc Securities (USA) INC.Broker
March 2018 - October 2020 · 2 yrs 7 mos
Citigroup Global Markets INC.Broker
August 2006 - August 2011 · 5 yrs
State Registrations3 states
MANJNY
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.
Jason Harris - Financial Advisor | TrueAdvisor