Unclaimed
G Jason Greenberg is a financial professional with over 20 years of experience in the industry. Jason has a strong background in investment banking and securities, having held positions at Credit Suisse Securities (USA) LLC, Seacliff Group LLC, and Credit Suisse First Boston LLC. Jason is currently a registered representative with Jefferies LLC, a leading global investment bank. Jason holds the Series 7, Series 24, Series 63 and Series 79 licenses. Jason is registered in Florida and New York.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
NY
07/22/2014 - Present
Jefferies LLC (NEW YORK NY)
NY
09/17/2007 - 03/25/2011
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
CA
01/09/2007 - 02/27/2007
SEACLIFF GROUP LLC (SAN FRANCISCO CA)
NY
03/08/1999 - 04/18/2005
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
BC
Issued 07/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2014
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 03/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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