Jason Aaron Dubler

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Coral Springs, FL
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Coral Springs, FL

Previous Registrations

• 2003-11-07 → 2005-07-07
  Morgan Stanley Dw Inc.
  Plantation, FL

Other Businesses

RENTAL PROPERTY; INVESTMENT RELATED; MIAMI, FL; 100% OWNERSHIP; START DATE 07/03/2017; NO TIME DEVOTED. CONTINGENT BENEFICIARY FOR BARBAREE NIELSEN; INV RELATED; AVENTURA,FL; BENEFICIARY; START DATE: 05/16/2016; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-10-29
• S63 Uniform Securities Agent State Law Examination
  1999-06-23