Jason C. Clark
Professional summary
Jason Charles Clark, CFP® is a registered financial advisor currently at MISSIONSQUARE RETIREMENT located in Washington, District Of Columbia and MISSIONSQUARE INVESTMENT SERVICES located in Washington, District Of Columbia.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Jason has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 6, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jason Charles Clark's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 26, 2016 - Present
MISSIONSQUARE RETIREMENT
Office #1: 777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240June 15, 2004 - Present
MISSIONSQUARE INVESTMENT SERVICES
Office #1: 777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240September 30, 1994 - June 21, 2004
NEW ENGLAND SECURITIES
Primary Firm SEC Registration
MISSIONSQUARE RETIREMENT
CRD#: 108783 / SEC#: 801-18273
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/18/2020)
(6/15/2004)
(11/2/2016)
(6/18/2020)
(6/15/2004)
(10/26/2016)
(6/15/2004)
(10/26/2016)
Exams
Series 7TO
Date: 12/15/2021
General Securities Representative ExaminationFINRA
Current Firm
MISSIONSQUARE RETIREMENT
CRD#: 108783 / SEC#: 801-18273
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 58,580 |
| AUM (Assets Under Management) | $ 5,959,398,729 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/28/2025 | ||
| 01/27/2025 | ||
| 10/27/2023 | ||
| 01/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
