Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Gurzau is a financial advisor who has been working in the industry since May 2013. Jason is currently registered with TD Private Client Wealth LLC in New Jersey and New York. Jason has worked with several other firms in the past including Capital One Investing, LLC, AXA Advisors, LLC, Citizens Securities, Inc., and Voya Financial Advisors, Inc. Jason specializes in providing financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
NJ
08/05/2021 - Present
TD Private Client Wealth LLC (Mount Laurel NJ)
DE
05/11/2016 - 09/17/2018
CAPITAL ONE INVESTING, LLC (Wilmington DE)
PA
12/17/2015 - 03/07/2016
AXA ADVISORS, LLC (BALA CYNWYD PA)
PA
07/08/2015 - 11/21/2015
CITIZENS SECURITIES, INC. (PHILADELPHIA PA)
PA
10/03/2014 - 06/03/2015
PURSHE KAPLAN STERLING INVESTMENTS (Philadelphia PA)
PA
04/30/2012 - 10/03/2014
VOYA FINANCIAL ADVISORS, INC. (PHILADELPHIA PA)
IA
Issued 10/11/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/26/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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