Jason J Zoch

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 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

• 10/2014 → Present
  Morgan Stanley Smith Barney Llc
  Indianapolis, IN
• 02/2015 → 03/2023
  Morgan Stanley Private Bank, National Association
  New York, NY
• 03/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Indianapolis, IN
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2014-10-24 → 2023-04-10
  Morgan Stanley
  Indianapolis, IN
• 2008-01-01 → 2014-10-27
  Wells Fargo Clearing Services, Llc
  Indianapolis, IN
• 2005-09-19 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Indianpolis, IN
  Indianapolis, IN
  St. Louis, MO

Other Businesses

FIDUS WEALTH MANAGEMENT LLC, INV RELATED, INDIANAPOLIS, IN, 100% OWNERSHIP, START 4/18/2023, 40 HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE.

Exams

• S66 Uniform Combined State Law Examination
  2005-09-16
• S63 Uniform Securities Agent State Law Examination
  2000-08-21

Designations

• Certified Financial Planner

Other Names

• Jason Jude Zoch