Jason Frederick
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Expertise
College savings (529s, UTMA, etc.)
Business ownership considerations
Wealth management
Occupation focus
Founder/Business Owner
Work history
Edward Jones
2023 - Present (3 years)
CHC Consulting Group
2021 - 2023 (2 years)
Family Health Source
2020 - 2022 (2 years)
Security First Insurance
2019 - 2020 (1 year)
University of Central Florida
2017 - 2019 (2 years)
Daytona State College
2016 - 2017 (1 year)
Synergy Billing
2010 - 2016 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Michael M
Series 63, Series 66
Daytona Beach Shores, FL
Edward Jones
Andrew F
Series 66
Port Orange, FL
Edward Jones
Cheri L
Series 66
Port Orange, FL
Edward Jones
Timothy K
Series 66
Daytona Beach, FL
Edward Jones
Scott A
Series 63, Series 65
Port Orange, FL
Edward Jones
Bella K
Series 63, Series 65
Daytona Beach, FL
Merrill
Bella Khamitsaeva is a Financial Solutions Advisor at Merrill, specializing in providing personalized financial strategies to clients. She focuses on understanding clients' priorities and goals to develop tailored approaches for short-, mid-, and long-term financial planning. Bella serves as a resource for a range of financial needs, including investing, retirement planning, and emergency savings. Additionally, she connects clients with Bank of America specialists to access services such as banking, credit, home financing, and small business solutions. Bella is affiliated with Merrill Lynch Wealth Management and holds a Bachelor's Degree from Daytona State College. Her approach centers on uncovering what matters most to clients and their families to help create effective strategies for pursuing their financial objectives.
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