JOSE C BASCON is an investment adviser representative (IAR) with state registration records since 2002, appearing at 6 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2017-03-29 | 2018-07-13 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2016-03-07 | 2017-02-27 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2011-10-05 | 2016-02-24 | — |
| TRUIST INVESTMENT SERVICES, INC. | 2006-12-14 | 2007-02-28 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2006-03-01 | 2006-09-11 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2002-02-27 | 2006-02-09 | — |