Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason A Perlman is a financial advisor at J.P. Morgan Securities LLC with over 24 years of experience in the industry. Jason has been registered with the firm since 2012. Previously, Jason has worked at Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, WINGSPAN INVESTMENT SERVICES, LIBERTY FUNDS DISTRIBUTOR, INC., and PRUCO SECURITIES CORPORATION. Jason is licensed in 32 states and has passed a total of 5 industry exams. Jason specializes in providing financial planning, pension consulting, and selection of other advisors. Jason also offers portfolio management for individuals and businesses.
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
IL
09/16/2013 - Present
J.p. Morgan Securities LLC (Chicago IL)
IL
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
03/01/2002 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
05/30/2000 - 10/08/2001
WINGSPAN INVESTMENT SERVICES (CHICAGO IL)
MA
12/12/1997 - 11/16/1999
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
NJ
04/18/1997 - 10/01/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 05/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/08/1997
Series 6 - Investment Company Products/Variable Contracts 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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