JD
CFP
JD
CFP

Jason Darlington

18 Years of Experience
Garden City, NY
Broker

Jason Darlington is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Garden City, NY, with 18 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.

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

1010 Franklin Ave Ste 400, Garden City, NY, 11530

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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
July 2021 - Present · 5 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
April 2015 - Present · 11 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2017 - December 2018 · 1 yr 7 mos
Wells Fargo Clearing Services, LLC
April 2015 - December 2016 · 1 yr 8 mos
UBS Financial Services INC.
May 2009 - May 2015 · 6 yrs
UBS Financial Services INC.Broker
November 2007 - May 2015 · 7 yrs 6 mos
State Registrations27 states
AZCACOCTDCDEFLGAIAILMAMDMONCNHNJNMNVNYPARISCTNTXVAWAWI
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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