Jason L. Weckerly
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jason Lawrence Weckerly, who also goes by Jason L Weckerly, Jason Lawrence Weckerly, was a registered financial professional .
Jason is a previously registered financial professional and started their career in finance in 2013. Jason had worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 15, 2023 - October 7, 2024
MONTGOMERY WEALTH MANAGEMENT, LLC
July 13, 2018 - August 2, 2022
FIDELITY PERSONAL AND WORKPLACE ADVISORS
July 27, 2016 - July 13, 2018
STRATEGIC ADVISERS LLC
June 27, 2016 - July 29, 2022
FIDELITY BROKERAGE SERVICES LLC
April 30, 2013 - June 9, 2016
VANGUARD MARKETING CORPORATION
State Registrations and Notice Filings
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Exams
Current Firm
MONTGOMERY WEALTH MANAGEMENT, LLC
CRD#: 328956 / SEC#:
Contact information
Red Flags
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