Jason Wills (CRD# 7049706) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 5 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plano, TX | Aug 2017 - Current | 6 |
| Bank Of America, N.a. | Mckinney, TX | Aug 2017 - Current | 6 |
| Powerplay Fitness | Dallas, TX | Mar 2017 - Aug 2017 | < 1 |
| Tan Dallas | Dallas, TX | May 2012 - Aug 2017 | 5 |
| Optum | Richardson, TX | Oct 2016 - Dec 2016 | < 1 |
| Mass Mutual | Dallas, TX | Oct 2015 - Dec 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2019 |
- TX
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Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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