Jason Aaron Towles

Employer firm

Usa Financial Securities LLC CRD 103857

$297M regulatory AUM 374 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2018 → 12/2023
  Wells Fargo Bank, Na
  Vinton, VA
• 09/2019 → 12/2023
  Wells Fargo Clearing Services, Llc
  Vinton, VA
• 08/2016 → 08/2018
  Navy Federal Credit Union
  Chesapeake, VA
• 03/2014 → Present
  Army National Guard
  Portsmouth, VA
• 01/2024 → Present
  Generations Wealth Advisors Llc
  Raleigh, NC
• 01/2024 → Present
  Usa Financial Securities
  Ada, MI

Previous Registrations

• 2020-01-13 → 2024-01-12
  Wells Fargo Clearing Services, Llc
  Roanoke, VA
  Lynchburg, VA
  Roanoke, VA
  Vinton, VA
  Salem, VA

Other Businesses

Generations Wealth Advisors LLC - 1601 Jones Franklin Rd. STE 102, Raleigh, NC 27606. Started 01/2024. Financial Advisor. Fixed and annuity sales. Serve clients as an financial advisor. Investment related. 20 hours per month devoted to business. 10 hours per month devoted during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-01-13
• S63 Uniform Securities Agent State Law Examination
  2019-12-19

Other Names

• Jason Towles