Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Allan Gilman is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. in San Francisco, CA. Jason has been working in the financial industry since 1992, having previously worked at firms like NYLIFE Securities LLC, THE O.N. EQUITY SALES COMPANY, WADDELL & REED and METLIFE SECURITIES INC. Jason holds several industry licenses and designations including Series 6, 7, 9, 10, 24, 52TO, 53, 63, and 65. Jason is an active member of the National Association of Insurance and Financial Advisors (NAIFA) Greater Bay Area, serving as Membership Chairperson.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
03/15/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN FRANCISCO CA)
CA
04/26/2021 - 12/06/2021
NYLIFE SECURITIES LLC (SAN FRANCISCO CA)
OH
06/22/2018 - 11/23/2020
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
CA
11/23/2015 - 08/09/2017
WADDELL & REED (NAPA CA)
CA
07/27/1992 - 12/01/2015
METLIFE SECURITIES INC. (SANTA ROSA CA)
CA
07/27/1992 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SANTA ROSA CA)
IA
Issued 6/1/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/7/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 9/30/2022
Series 4 - Registered Options Principal Examination
BC
Issued 8/26/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 7/27/2007
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/3/2005
Series 7 - General Securities Representative Examination
BC
Issued 7/23/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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