Jason
Towles
Usa Financial Securities Corporation
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About this Advisor
Jason Towles is a financial advisor based in Raleigh, North Carolina, working with Usa Financial Securities Corporation. Jason has previously held positions at Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, Navy Federal Credit Union, Chick-Fil-A, Food Lion, Generations Wealth Advisors LLC, Usa Financial Securities, Army National Guard, and Chartway Credit Union. Jason has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in the District of Columbia, North Carolina, and Virginia. Currently, Jason is part of Usa Financial Securities Corporation, which operates out of Raleigh, North Carolina. The firm has 126 offices and 166 employees. The firm manages assets totaling $268.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. The fee structure at Usa Financial Securities Corporation includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Usa Financial Securities Corporation Brokerage Details
$268,691,644
166
1,395
$192,610
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jason Towles Work History
Generations Wealth Advisors LLC
Usa Financial Securities
Army National Guard
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, Na
Navy Federal Credit Union
Chartway Credit Union
Chick-Fil-A
Food Lion
Disclosures
Please visit the SEC profile of Jason Towles to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Usa Financial Securities Corporation
Raleigh, NC
Raleigh, NC
Ada, MI
Ada, MI
Ada, MI
Erie, PA
Ada, MI
Ada, MI
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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