Jason Beaird (CRD# 4008402) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Brentwood, TN and has over 24 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Wealth Enhancement Advisory Services | Brentwood, TN | Jun 2022 - Current | 1 |
Wealth Enhancement Group | Brentwood, TN | Jun 2022 - Current | 1 |
Kings Point Capital Management LLC | Brentwood, TN | Aug 2014 - Jun 2022 | 7 |
Unemployed | Franklin, TN | May 2013 - Jul 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2011 |
S65 | NASAA Investment Advisors Law Examination | Feb 2000 |
- LA
- TN
- TX
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Total Assets Under Management72,025MILLIONS
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Total Number of Accounts154,394ACCOUNTS
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Average Account Value$466,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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