Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Levin is a financial advisor with J.P. Morgan Securities LLC based in Milwaukee, WI. Jason Levin has been in the industry since May 2008. Jason Levin has a strong background in financial services, having worked at a number of firms including Wells Fargo Investments, LLC, IFMG Securities, Inc., and TCF Investments, Inc. Jason Levin holds Series 6, 7, 63, 65 and 66 licenses as well as the SIE exam. Jason Levin specializes in portfolio management for individuals and businesses. Jason Levin also provides financial planning and pension consulting services.
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
WI
03/09/2024 - Present
J.p. Morgan Securities LLC (Milwaukee WI)
WI
10/13/2008 - 05/24/2010
WELLS FARGO INVESTMENTS, LLC (SHOREWOOD WI)
NY
03/27/2007 - 05/14/2007
IFMG SECURITIES, INC. (PURCHASE NY)
MN
09/08/2006 - 12/31/2006
TCF INVESTMENTS, INC. (ROSEVILLE MN)
IA
Issued 03/09/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/07/2006
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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