Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Betley is a registered representative with Oppenheimer & Co. Inc. Jason has been in the industry since 2008 and has experience with Morgan Stanley and Foreside Fund Services, LLC. Jason has licenses for both investment advisory and brokerage services, and holds the Series 6, 7, 63, and 65 licenses as well as the SIE. Jason specializes in providing financial planning, portfolio management, 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
07/22/2024 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
CA
04/22/2014 - 02/23/2017
MORGAN STANLEY (SHERMAN OAKS CA)
CA
12/07/2011 - 01/23/2014
FORESIDE FUND SERVICES, LLC (LOS ANGELES CA)
CA
04/07/2008 - 11/08/2011
NATIXIS DISTRIBUTORS, L.P. (OAKLAND CA)
IA
Issued 07/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/04/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jason Betley is the right advisor for you? Invested Better is here to help.
