Jason Allen Wood

Current Employers

Employment History

• 03/2022 → 07/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Philadelphia, PA
• 10/2019 → 02/2022
  Sofi
  Claymont, DE
• 06/2017 → 01/2019
  Wsfs Bank
  Wilmington, DE
• 07/2019 → 08/2019
  Cash Connect
  Newark, DE
• 06/2019 → 07/2019
  Government Marketplace
  Newark, DE
• 06/2016 → 02/2017
  Cash Connect
  Newark, DE
• 02/2017 → 06/2017
  Goldey-Beacom College
  Wilmington, DE
• 01/2019 → 07/2019
  Goldey-Beacom College
  Wilmington, DE
• 08/2022 → 07/2024
  Bank Of America, N.A.
  Philadelphia, PA
• 06/2024 → Present
  Fidelity Investments
  Villanova, PA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-07-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Villanova, PA
• 2022-09-30 → 2024-07-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Philadelphia, PA
  West Norriton, PA
  Paoli, PA
  Bryn Mawr, PA
  Glen Mills, PA

Exams

• S66 Uniform Combined State Law Examination
  2022-09-01

Other Names

• Jason Wood