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Jason J Woloszyn
JASON J WOLOSZYN, JASON JAMES WOLOSZYN, Jason - Woloszyn
CRD#: 4881581
IA
Investment Adviser
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Broker
COMMONWEALTH FINANCIAL NETWORKCRD#: 8032 HUNTERSVILLE, NC
Registration History
200620082010201220142016201820202022202420262 FIRMS2009 - 2012 (3 years)2 FIRMS2012 - 2015 (2 years)2 FIRMS2017 - 2022 (5 years)2 FIRMS2023 - Present (2 years)BVANGUARD MARKETING CORPORATION (CRD# 7452)2005 - 2009 (3 years)IAFISHER INVESTMENTS (CRD# 107342)2015 - 2017 (2 years)
License(s)

State Registrations

IA
Massachusetts 1/24/2023

IA
North Carolina 1/30/2023

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Massachusetts 2/14/2023

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
COMMONWEALTH FINANCIAL NETWORK (CRD#:8032)
HUNTERSVILLE, NC
Registered with this firm since 1/24/2023

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COMMONWEALTH FINANCIAL NETWORK (CRD#:8032)
HUNTERSVILLE, NC
Registered with this firm since 1/20/2023

Previous Registration(s)
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IA
08/25/2017 - 12/15/2022 LPL FINANCIAL LLC (CRD#:6413) FORT MILL, SC
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07/19/2017 - 12/15/2022 LPL FINANCIAL LLC (CRD#:6413) FORT MILL, SC
IA
03/17/2015 - 05/03/2017 FISHER INVESTMENTS (CRD#:107342) CHARLOTTE, NC
IA
09/27/2012 - 03/10/2015 STRATEGIC ADVISERS, INC. (CRD#:104555) CHARLOTTE, NC
B
09/26/2012 - 03/06/2015 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) CHARLOTTE, NC
IA
02/03/2009 - 09/04/2012 WELLS FARGO ADVISORS, LLC (CRD#:19616) CHARLOTTE, NC
B
01/15/2009 - 09/04/2012 WELLS FARGO ADVISORS, LLC (CRD#:19616) CHARLOTTE, NC
B
03/03/2005 - 01/06/2009 VANGUARD MARKETING CORPORATION (CRD#:7452) CHARLOTTE, NC
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Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.