Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Totedo is a financial advisor who has been in the industry since 2002. Jason has worked for several prominent firms throughout their career, including Wilshire Associates Incorporated, SG Cowen Securities Corporation, and Ameriprise Financial Services, Inc. Jason joined Mutual Advisors, LLC in 2019. Jason specializes in providing financial planning, pension consulting, and portfolio management services to high net worth individuals, corporations, and businesses.
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.
Hourly consulting
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.
A percentage of the total value of assets under management is charged.
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2
WA
02/22/2019 - Present
Mutual Advisors, LLC (Kent WA)
WA
09/21/2012 - 02/20/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Bellevue WA)
CA
01/01/2002 - 11/10/2004
WILSHIRE ASSOCIATES INCORPORATED (SANTA MONICA CA)
NY
02/09/1999 - 08/20/1999
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NJ
09/13/1996 - 07/08/1998
PREBON FINANCIAL PRODUCTS INC. (JERSEY CITY NJ)
NY
02/26/1996 - 08/09/1996
CANTOR FITZGERALD PARTNERS (NEW YORK NY)
NY
02/20/1996 - 08/09/1996
CANTOR FITZGERALD SECURITIES (NEW YORK NY)
NY
05/30/1995 - 07/29/1996
LIBERTY BROKERS (NEW YORK NY)
NY
08/22/1994 - 02/01/1996
PATRIOT SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 11/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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