Jason Darlington, Cfp® Email and Phone Number
Jason Darlington, Cfp® work email
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Jason Darlington, Cfp® personal email
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Jason Darlington brings nearly 25 years of experience in financial services to Wells Fargo Advisors. After graduating from the University of California at Berkeley, he worked in a variety of positions for large money center banks throughout North America, developed and emerging Europe, and Africa. This included working extended periods of time in Los Angeles, New York, Dublin, and Milan. While in Milan, Jason earned his MBA from the Bocconi School of Management. In 2007, he joined UBS as a financial advisor in Scottsdale, Arizona and in 2009 he moved to New York and partnered with Steven Guglielmoni to form the SG Wealth Management practice. Together Steven and Jason moved their practice to Wells Fargo Advisors in 2015.Jason has attained the certification of CFP® which he leverages to offer comprehensive wealth management services to their clients, which includes retirees, small business owners and executives. Jason lives in Rockville Centre with his wife Tara and their two sons Jack and Joshua. He is active in the community and enjoys coaching his son’s youth soccer and baseball teams.This information is intended for use by residents of AZ, CA, CO, CT, DC, FL, GA, IA, IL, MA, MD, MO, NC, NH, NJ, NM, NV, NY, OR, PA, SC, TN, TX, VA, WA, and WI only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Wells Fargo Advisors
View- Website:
- wellsfargoadvisors.com
- Employees:
- 15127
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First Vice President - InvestmentsWells Fargo Advisors May 2015 - PresentGarden City, New York -
Account Vice President - Wealth ManagementUbs Financial Services, Inc Sep 2007 - Apr 2015 -
Senior Manager - New Business DevelopmentEfunds Corporation Nov 2003 - Jul 2007 -
Strategic DevelopmentCertco May 2000 - Sep 2001
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Senior ConsultantBenton International Inc Jun 1995 - Apr 2000
Jason Darlington, Cfp® Skills
Jason Darlington, Cfp® Education Details
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Graduated With Honors -
Monta Vista Hs
Frequently Asked Questions about Jason Darlington, Cfp®
What company does Jason Darlington, Cfp® work for?
Jason Darlington, Cfp® works for Wells Fargo Advisors
What is Jason Darlington, Cfp®'s role at the current company?
Jason Darlington, Cfp®'s current role is First Vice President - Investments at Wells Fargo Advisors.
What is Jason Darlington, Cfp®'s email address?
Jason Darlington, Cfp®'s email address is ja****@****ail.com
What schools did Jason Darlington, Cfp® attend?
Jason Darlington, Cfp® attended University Of California, Berkeley, Monta Vista Hs.
What skills is Jason Darlington, Cfp® known for?
Jason Darlington, Cfp® has skills like Investments.
Who are Jason Darlington, Cfp®'s colleagues?
Jason Darlington, Cfp®'s colleagues are Mike Konnos, Aileen Goh, Andrew Cary Hall, Charlie Nash, David Finn, Denis Rikic, Jazlynn P..
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