Jason Clark, AAMS
Financial Advisor
As a financial advisor, when working with a client my goal is to build an enduring relationship based on trust and a client-first objective advice that is easily understandable by the client. My goal is to make the complex simple. The foundation of this partnership is collaboration – making sure that I understand the needs of my client, what they want to achieve, and implementing the steps necessary to achieve those goals. Together, we achieve these steps by utilizing a comprehensive approach to wealth management and investment planning that aims to help individuals, families, and businesses reach their financial goals.
Before entering the financial industry in 2015 I was a deputy sheriff with the Marion County Sheriff’s Office. The best part of my career in law enforcement was being able to interact with and help the members of my community. I have greatly enjoyed continuing to serve the members of the community as a financial advisor as I educate my clients about investment planning. I hold a Bachelor’s degree from the University of Florida. I have obtained the Florida Life, Health, and Variable Annuities License, the Uniform Combined State Law Series 66 Registration, and the General Security Representative Series 7 Registration. I have also attained my Accredited Asset Management Specialist℠ designation.
I was born and raised in Ocala and am a third generation Ocalan. My wife, Rebecca, and I have been together since high school and we married in May of 2005. We are blessed to have four children together, one daughter and three sons. Rebecca is also a Marion county native from the Weirsdale area. Our family attends Meadowbrook Church where we enjoy serving in the children ministry together. When not working, my spare time is spent with my family. We enjoy traveling, cheering on the Florida Gators, and outdoor recreation on the water including water sports, fishing on the Florida Gulf Coast, and time at the beach.
Investment and Insurance Products:
Wells 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.
Before entering the financial industry in 2015 I was a deputy sheriff with the Marion County Sheriff’s Office. The best part of my career in law enforcement was being able to interact with and help the members of my community. I have greatly enjoyed continuing to serve the members of the community as a financial advisor as I educate my clients about investment planning. I hold a Bachelor’s degree from the University of Florida. I have obtained the Florida Life, Health, and Variable Annuities License, the Uniform Combined State Law Series 66 Registration, and the General Security Representative Series 7 Registration. I have also attained my Accredited Asset Management Specialist℠ designation.
I was born and raised in Ocala and am a third generation Ocalan. My wife, Rebecca, and I have been together since high school and we married in May of 2005. We are blessed to have four children together, one daughter and three sons. Rebecca is also a Marion county native from the Weirsdale area. Our family attends Meadowbrook Church where we enjoy serving in the children ministry together. When not working, my spare time is spent with my family. We enjoy traveling, cheering on the Florida Gators, and outdoor recreation on the water including water sports, fishing on the Florida Gulf Coast, and time at the beach.
Investment and Insurance Products:
- NOT FDIC Insured
- NO Bank Guarantee
- MAY Lose Value
Wells 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.