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Jason Charles Clark

Missionsquare Wealth Management

Washington, DC

CRD 2540186

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Employer firm

Missionsquare Wealth Management CRD 23189

Reported services (Item 5G)

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

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

Current Employers
Missionsquare Wealth Management

777 North Capitol Street, Ne, Washington, DC 20002 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-04-01
  • VA RA
    APPROVED
    Since 2026-04-01

Branch Locations

777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240 • 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
New England Securities Buffalo NY 09/1994 Present
Icma Retirement Corporation Washington DC 06/2004 Present
  • 09/1994 → Present
    New England Securities
    Buffalo, NY
  • 06/2004 → Present
    Icma Retirement Corporation
    Washington, DC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-02-03
S63 Uniform Securities Agent State Law Examination 1994-10-07
  • S65 Uniform Investment Adviser Law Examination
    2005-02-03
  • S63 Uniform Securities Agent State Law Examination
    1994-10-07
Designations
  • Certified Financial Planner

View on SEC IAPD

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