Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Andrew Uberti is a financial professional with over 20 years of experience in the industry. Jason is currently registered with Capital Client Group, Inc. and has been with the firm since May 2017. Previously, Jason was registered with Prudential Annuities Distributors, Inc. and American Skandia Marketing, Inc. Jason holds a Series 6 and Series 26 license.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
CA
05/04/2017 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
CT
08/02/2006 - 12/08/2016
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
CT
05/05/2000 - 12/10/2004
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
BC
Issued 07/03/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jason Uberti is the right advisor for you? Invested Better is here to help.
