Jason Willis
Professional Summary
Jason Willis, who also goes by Jason Thomas Willis, is a registered financial advisor currently at TELESIS SECURITIES LLC located in Orlando, Florida. Jason is registered as a RR (Registered Representative) and started their career in finance in 2012. Jason has worked at 3 firms and has passed the Series 63, Series 66, Series 6TO, Series 7TO, SIE, Series 7 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jason Thomas Willis
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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.
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Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
TELESIS | TELESIS SECURITIES LLC
Contact Information
Main Address
111 N. Orange Ave. Suite 925, Orlando, FL 32801Mailing Address
111 N. Orange Ave. Suite 925, Orlando, FL 32801Phone Number
(321) 257-2323Established
Florida since 01/22/2024Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (7 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(9/16/2026)
(9/21/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 2026About the Series 6TO examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jun 2025About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jason Willis's CRS (Customer Relationship Summary).
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