Unclaimed
Jason Aaron Spilbeler is a financial advisor registered with J.P. Morgan Securities LLC in Indianapolis, Indiana. Jason has been working in the financial services industry since August 2007. Jason is licensed to provide financial advice and services in Indiana and Texas. Jason holds the Series 66, SIE, and Series 7 securities licenses and is a Chartered Financial Analyst. Jason is an experienced financial advisor who is committed to providing clients with personalized advice and services. Jason works with individual clients, businesses, corporations, and institutions to achieve their financial goals. Jason has a deep understanding of the financial markets and a strong track record of success.
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
IN
07/05/2023 - Present
J.p. Morgan Securities LLC (Indianapolis IN)
IN
08/22/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (INDIANAPOLIS IN)
BOTH
Issued 10/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2007
Series 7 - General Securities 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
Not sure Jason Spilbeler is the right advisor for you? Invested Better is here to help.