Jason Edward Schott

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 02/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 07/2014 → 02/2017
  Bank Of America N.A.
  Boston, MA
• 11/2017 → 06/2023
  Citizens Securities, Inc.
  Boston, MA
• 02/2017 → 05/2017
  Bondlink
  Boston, MA
• 06/2017 → 11/2017
  Unemployed
  Boston, MA
• 06/2023 → Present
  Wells Fargo Clearing Services, Llc
  Boston, MA

Previous Registrations

• 2017-11-13 → 2023-06-30
  Citizens Securities, Inc.
  No. Waltham, MA
  Braintree, MA
  Boston, MA
  Medford, MA
  Boston, MA
  Burlington, MA
  Boston, MA
  Boston, MA
  Boston, MA
  East Boston, MA
  Cambridge, MA
  Woburn, MA
  Boston, MA
  Boston, MA
  Boston, MA
  Boston, MA
  South Boston, MA
  Boston, MA
  Boston, MA
  Boston, MA
  Charlestown, MA
  Somerville, MA
  Boston, MA
  Hudson, MA
• 2014-07-08 → 2017-02-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
  Malden, MA
  Boston, MA
  Boston, MA
  Boston, MA
  Boston, MA
  Boston, MA
• 2013-07-08 → 2014-06-30
  Santander Securities Llc
  West Roxbury, MA
  Framingham, MA
• 2011-09-28 → 2012-09-07
  Morgan Stanley
  Manchester, NH
• 2007-12-17 → 2008-02-20
  Ameriprise Financial Services, Llc
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2011-09-27

Other Names

• Jason Edward Schott
• Jason Schott