Jason R. Clary

CLARY FINANCIAL,

SO. EASTON, MA 02375

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CRD#: 5260601

Professional summary

Jason R Clary, who also goes by Jason Clary, is a registered financial advisor currently at CLARY FINANCIAL, INC located in So. Easton, Massachusetts.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jason has worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Clary

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason R Clary's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 20, 2014 - Present

CLARY FINANCIAL, INC

Office #1: 43 Belmont St. Suite B, So. Easton, MA 02375

RIA

CRD#: 128218

SO. EASTON, MA

Past

August 28, 2007 - December 19, 2017

CLARY INVESTMENT AND INSURANCE PLANNING CORP.

CRD#: 38654

SO. EASTON, MA

Past

January 1, 2007 - March 21, 2007

MML INVESTORS SERVICES, LLC

CRD#: 10409

EAST PROVIDENCE, RI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(10/20/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/18/2014

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/26/2014

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 12/19/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/22/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CLARY FINANCIAL, INC

CLARY FINANCIAL, INC | ROBERT N. CLARY | CLARY, ROBERT N. | CLARY INVESTMENT AND INSURANCE PLANNING CORP. | CLARY FINANCIAL, INC.

CRD#: 128218 / SEC#:

Massachusetts

Registered Investment Advisory firm - (1/28/2004 Approved)

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Contact information

Main Address

43 Belmont St. Suite B, So. Easton, MA 02375

Mailing Address

P.o. Box 275, No. Easton, MA 02356

Phone number

(508) 238-8868

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	434
AUM (Assets Under Management)	$ 91,122,362

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jason R. Clary

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason R Clary's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLARY FINANCIAL, INC

CLARY INVESTMENT AND INSURANCE PLANNING CORP.

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/18/2014

Series 65

Date: 2/26/2014

SIE

Date: 12/19/2017

Series 6

Date: 12/22/2006

Current Firm

CLARY FINANCIAL, INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CLARY FINANCIAL, INC

TRUST BUT VERIFY

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