Jason T. Stramara

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

• 05/2018 → 01/2025
  Jp Morgan Chase Bank, N.A.
  Boca Raton, FL
• 05/2018 → 01/2025
  Jp Morgan Securities, Llc
  Boca Raton, FL
• 04/2012 → 05/2018
  Tdameritrade, Inc
  Tampa, FL
• 04/2012 → 05/2018
  Td Ameritrade Investment Management, Llc
  Tampa, FL
• 01/2025 → Present
  Wells Fargo Clearing Services, Llc (
  Winter Park, FL

Previous Registrations

• 2018-06-01 → 2025-01-09
  J.P. Morgan Securities Llc
  Boca Raton, FL
  Deerfield Beach, FL
• 2010-07-27 → 2018-06-08
  Td Ameritrade, Inc.
  Philadelphia, PA
  Boynton Beach, FL
  Tampa, FL
  West Palm Beach, FL
• 2010-07-27 → 2018-06-08
  Td Ameritrade Investment Management, Llc
  Philadelphia, PA
  Boynton Beach, FL
  Tampa, FL
  West Palm Beach, FL
• 2006-03-17 → 2009-05-11
  Lincoln Financial Distributors, Inc.
  Radnor, PA
• 2005-04-06 → 2005-12-20
  Ubs Financial Services Inc.
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2005-04-01
• S63 Uniform Securities Agent State Law Examination
  1999-03-12

Other Names

• Jason Tyler Stramara