Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Fedash is a financial professional with over 20 years of experience in the industry. Jason is currently registered with Citigroup Global Markets Inc. and holds a Series 7, Series 24, Series 31, Series 63, Series 65, and Series 79TO licenses. Jason was previously registered with Morgan Stanley DW Inc. and has been active in the industry since 2000. Jason's specialties include providing asset allocation advice, financial planning, and portfolio management for both businesses and individuals. Jason has a long and distinguished career in the financial services industry.
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.
Asset allocation advice
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
DC
10/31/2023 - Present
Citigroup Global Markets Inc. (WASHINGTON DC)
NY
08/11/2000 - 04/10/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 07/31/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/29/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/31/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/14/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 08/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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