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Jason P Wagner

Edward Jones

Greer, SC

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2023-12-13
  • SC RA
    APPROVED
    Since 2023-12-13

Branch Locations

3115 Brushy Creek Rd C3, Greer, SC 29650 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Greenville SC 04/2010 07/2018
Fidelity Personal And Workplace Advisors Boston MA 07/2018 12/2023
Edward Jones St Louis MO 12/2023 Present
  • 04/2010 → 07/2018
    Fidelity Brokerage Services
    Greenville, SC
  • 07/2018 → 12/2023
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 12/2023 → Present
    Edward Jones
    St Louis, MO
Previous Registrations
  • 2018-07-13 → 2023-10-02
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2011-07-11 → 2018-07-13
    Strategic Advisers Llc
    Greenville, SC
  • 2009-12-16 → 2010-04-29
    Chase Investment Services Corp.
    Alpharetta, GA
  • 2009-02-09 → 2009-10-05
    Wells Fargo Clearing Services, Llc
    Landrum, SC
    Taylors, SC
    Greenville, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-02-06
  • S66 Uniform Combined State Law Examination
    2009-02-06
Other Names
  • Jason Wagner
  • Jason Patrick Wagner

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
WEALTH INTELLIGENTLY NAVIGATED, LLC
LPL FINANCIAL LLC
VAN DER NOORD FINANCIAL ADVISORS, INC.
MML INVESTORS SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

RONALD JASON PAYNE
ANTHONY RICHARD MAHFOOD
ROBERT FRANCIS
STEPHEN JOSEPH STRAVOLO
WILLIAM HENRY GRANGER
RICHARD VANDERNOORD
DAVID THOMAS GERDT
Samuel A Hall

Other Offices

OSAIC WEALTH, INC. · GREER, SC
WEALTH INTELLIGENTLY NAVIGATED, LLC · GREER, SC
LPL FINANCIAL LLC · GREER, SC
VAN DER NOORD FINANCIAL ADVISORS, INC. · GREER, SC
EDWARD JONES · GREER, SC
MML INVESTORS SERVICES, LLC · Greenville, SC
TRUIST ADVISORY SERVICES, INC. · GREENVILLE, SC
WELLS FARGO CLEARING SERVICES, LLC · GREENVILLE, SC

More in Greer, SC

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