Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Kortman is an investment advisor representative registered with Wells Fargo Clearing Services, LLC. Jason has been in the securities industry since August 1998. Jason is registered in the state of Georgia and has previously been registered with E*TRADE Securities LLC, Assent LLC, Dimension Brokerage, LLC, Hold Brothers On-Line Investment Services L.L.C., Spear, Leeds & Kellogg, L.P., The Island ECN, and Datek Online Brokerage Services Corp. Jason offers investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
09/04/2013 - Present
Wells Fargo Clearing Services, LLC (ATLANTA GA)
GA
09/03/2009 - 03/04/2013
E*TRADE SECURITIES LLC (ALPHARETTA GA)
NY
07/27/2007 - 12/06/2007
ASSENT LLC (NEW YORK NY)
NY
08/24/2006 - 05/24/2007
DIMENSION BROKERAGE, LLC (NEW YORK NY)
NY
05/07/2004 - 08/24/2006
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (NEW YORK NY)
NY
08/02/2000 - 03/03/2004
SPEAR, LEEDS & KELLOGG, L.P. (NEW YORK NY)
NJ
02/18/1999 - 06/27/2000
THE ISLAND ECN (JERSEY CITY NJ)
NE
06/12/1998 - 02/12/1999
DATEK ONLINE BROKERAGE SERVICES CORP. (OMAHA NE)
BOTH
Issued 09/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/08/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/20/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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