Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaison? Claim Your ProfileJaison Thomas is a financial advisor who has been in the industry since 2007. Jaison is currently registered with Evercore Group LLC and holds a Series 79TO, SIE and Series 7 licenses. Jaison has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Securities LLC. Jaison is registered in 37 states and is active in the broker-dealer and investment advisor fields.
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
03/15/2011 - Present
Evercore Group LLC (NEW YORK NY)
NY
11/01/2010 - 03/04/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/14/2007 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 12/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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