Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Ellwein is a registered representative and investment advisor with J.P. Morgan Securities LLC. Jason has over 19 years of experience in the financial services industry. Jason is registered with the state of California, New York, Ohio, and Texas. Jason is a licensed general securities principal and has passed several other exams, including the Series 63, Series 65, and Series 7. Jason is a dedicated financial professional who is committed to providing personalized service and helping clients achieve their financial goals.
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
OH
06/11/2014 - Present
J.p. Morgan Securities LLC (Columbus OH)
CA
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PALMDALE CA)
CA
04/23/2004 - 05/02/2009
WAMU INVESTMENTS, INC. (VALENCIA CA)
NY
08/29/1995 - 12/15/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 05/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/14/2012
Series 4 - Registered Options Principal Examination
BC
Issued 12/21/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/12/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/12/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/22/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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