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JASON EDWARD SCHOTT
JASON SCHOTT
CRD#: 5427338
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 125 HIGH ST
STE 1359A
BOSTON, MA 02110
Registration History
20082010201220142016201820202022202420262 FIRMS2007 - 2008 (<1 year)2 FIRMS2011 - 2012 (1 year)2 FIRMS2013 - 2014 (<1 year)2 FIRMS2014 - 2017 (2 years)2 FIRMS2023 - Present (1 year)BCITIZENS SECURITIES, INC. (CRD# 39550)2017 - 2023 (5 years)BEQUUS FINANCIAL CONSULTING LLC (CRD# 131449)2012 - 2013 (<1 year)IACITIZENS SECURITIES, INC. (CRD# 39550)2020 - 2023 (3 years)IACITIZENS SECURITIES, INC. (CRD# 39550)2017 - 2019 (2 years)
License(s)

State Registrations

B
Arizona 10/22/2024

B
New York 6/28/2023

B
California 6/28/2023

IA
New York 6/28/2023

B
Colorado 6/28/2023

B
North Carolina 6/28/2023

B
Connecticut 7/20/2023

B
Oklahoma 9/18/2024

B
District of Columbia 8/8/2023

B
Oregon 9/29/2023

B
Florida 6/28/2023

B
Pennsylvania 7/20/2023

B
Georgia 7/20/2023

B
Rhode Island 6/28/2023

B
Illinois 9/11/2024

B
South Carolina 6/17/2024

B
Indiana 9/13/2024

B
Tennessee 10/9/2023

B
Maine 7/20/2023

B
Utah 11/1/2023

B
Maryland 7/20/2023

B
Vermont 7/20/2023

B
Massachusetts 6/28/2023

B
Virginia 6/28/2023

B
New Hampshire 6/28/2023

B
Washington 7/20/2023

B
New Jersey 6/28/2023

B
Wyoming 2/7/2025

SRO Registrations

B
Cboe BZX Exchange, Inc.

B
Cboe Exchange, Inc.

B
FINRA

B
NYSE American LLC

B
NYSE Arca, Inc.

B
NYSE Chicago, Inc.

B
Nasdaq GEMX, LLC

B
Nasdaq ISE, LLC

B
Nasdaq PHLX LLC

B
Nasdaq Stock Market

B
New York Stock Exchange

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Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
WELLS FARGO ADVISORS (CRD#:19616)
125 HIGH ST STE 1359A, BOSTON, MA 02110
Registered with this firm since 6/28/2023

B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
125 HIGH ST STE 1359A, BOSTON, MA 02110
Registered with this firm since 6/28/2023

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
01/02/2020 - 06/30/2023 CITIZENS SECURITIES, INC. (CRD#:39550) SO. BOSTON, MA
B
11/13/2017 - 06/30/2023 CITIZENS SECURITIES, INC. (CRD#:39550) SO. BOSTON, MA
IA
11/13/2017 - 12/31/2019 CITIZENS SECURITIES, INC. (CRD#:39550) SO. BOSTON, MA
IA
07/08/2014 - 02/16/2017 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) BOSTON, MA
B
07/08/2014 - 02/16/2017 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) BOSTON, MA
IA
07/08/2013 - 06/30/2014 SANTANDER SECURITIES (CRD#:41791) WEST ROXBURY, MA
B
07/02/2013 - 06/30/2014 SANTANDER SECURITIES LLC (CRD#:41791) WEST ROXBURY, MA
B
12/04/2012 - 06/01/2013 EQUUS FINANCIAL CONSULTING LLC (CRD#:131449) NEW CANAAN, CT
IA
09/28/2011 - 09/07/2012 MORGAN STANLEY SMITH BARNEY LLC (CRD#:149777) MANCHESTER, NH
B
08/25/2011 - 09/07/2012 MORGAN STANLEY SMITH BARNEY (CRD#:149777) MANCHESTER, NH
IA
12/17/2007 - 02/20/2008 AMERIPRISE FINANCIAL SERVICES, INC. (CRD#:6363) TAMPA, FL
B
11/16/2007 - 02/20/2008 AMERIPRISE FINANCIAL SERVICES, INC. (CRD#:6363) TAMPA, FL
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B
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.