Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Spatafora is a financial advisor with Edward Jones, a firm with over 20,000 financial advisors nationwide. Jason has been in the financial industry for over 6 years and has experience with Ameriprise Financial Services, Pruco Securities LLC, and CUNA Brokerage Services, Inc. Jason holds Series 7 and Series 66 licenses, as well as a Securities Industry Essentials (SIE) license. Jason is registered with the Securities and Exchange Commission (SEC) and FINRA. Jason provides financial planning, portfolio management, and pension consulting services to individuals, businesses, corporations, charitable organizations, and pension plans.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
07/11/2022 - Present
Edward Jones (GROVELAND FL)
FL
10/08/2021 - 01/07/2022
CUNA BROKERAGE SERVICES, INC. (TAMPA FL)
FL
08/21/2020 - 11/12/2020
PRUCO SECURITIES, LLC. (ORLANDO FL)
FL
10/11/2019 - 04/09/2020
EDWARD JONES (Clermont FL)
FL
11/29/2018 - 09/10/2019
AMERIPRISE FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
06/22/2017 - 11/14/2018
EDWARD JONES (CLERMONT FL)
BOTH
Issued 10/04/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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