Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Andersen is a financial advisor with J.p. Morgan Securities LLC. Jason has been in the industry since 2007. Jason is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in Arizona, Arkansas, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Louisiana, Montana, Nevada, New Mexico, New York, Ohio, Oklahoma, South Carolina, Texas, Utah, Washington and Wyoming. Jason specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions. Jason holds the Series 31, Series 7, and Series 66 licenses. Jason is also a Certified Financial Planner (CFP®).
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
UT
12/05/2013 - Present
J.p. Morgan Securities LLC (LEHI UT)
UT
10/19/2010 - 11/29/2013
KEY INVESTMENT SERVICES LLC (SOUTH JORDAN UT)
UT
06/01/2009 - 10/27/2010
MORGAN STANLEY SMITH BARNEY (SALT LAKE CITY UT)
UT
05/19/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SALT LAKE CITY UT)
UT
10/25/2007 - 05/13/2009
UBS FINANCIAL SERVICES INC. (SOUTH OGDEN UT)
BOTH
Issued 11/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/23/2007
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
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