Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob John Mascari is an investment advisor representative currently registered with J.p. Morgan Securities LLC. Jacob has been in the industry since 2002 and has a broad range of experience. He is licensed in a variety of states and holds Series 7, Series 66, and SIE licenses. In addition to his current registration, Jacob has prior experience with Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and UBS Financial Services Inc. Jacob is able to provide investment advice to a wide range of clients including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
02/29/2024 - Present
J.p. Morgan Securities LLC (New York NY)
IN
06/01/2009 - 01/15/2015
MORGAN STANLEY (INDIANAPOLIS IN)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
08/03/2006 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
06/04/2004 - 08/11/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
10/26/2001 - 03/11/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 02/27/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/14/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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