Jason Harold York
Investment adviser representative at Edward Jones
12 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Edward JonesMar 2026 to now
- Capital Investment Advisory Services, LLCJun 2025 to Mar 2026
- Capital Investment Group, IncJun 2025 to Mar 2026
- LPL Financial LLCJul 2021 to Jun 2025
- The Fidelity BankMar 2021 to Mar 2026
- Truist Advisory Services, Inc.Feb 2021 to Mar 2021
- Truist Investment Services, Inc.Feb 2021 to Mar 2021
- Bb&tJan 2019 to Mar 2021
- Bb&t Securities, LLCJan 2018 to Mar 2021
- Bb&t Investment Services, Inc.Jul 2014 to Mar 2021
- Bb&t BankJul 2014 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6370813
- Firm CRD
- 250