Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Blair is a financial advisor in BALLSTON LAKE, NY with over 10 years of experience in the financial services industry. Jason is currently registered with Northwestern Mutual Investment Services, LLC and holds a Series 66, Series 7, and SIE license. Prior to joining Northwestern Mutual Investment Services, LLC, Jason was employed with Mercer Allied Company, L.P.. Jason offers various advisory services to clients including investment research, referrals to other advisers, and financial planning.
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.
Investment research; referrals to other advisers
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.
Set rates for specific services, regardless of time or assets managed.
Referral fees
1
2
NY
10/15/2018 - Present
Northwestern Mutual Investment Services, LLC (BALLSTON LAKE NY)
NY
05/22/2008 - 10/02/2018
MERCER ALLIED COMPANY, L.P. (ALBANY NY)
BOTH
Issued 07/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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