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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason MacAluso is a financial advisor with Raymond James & Associates, Inc. Jason has been in the industry since 1998, and has held previous roles at UBS Financial Services Inc. and Citigroup Global Markets Inc. Jason is a registered representative in Connecticut and Texas. Jason specializes in providing financial planning, portfolio management, and educational seminars to clients.
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.
Please see note in schedule d - miscellaneous
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.
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2
CT
07/25/2024 - Present
Raymond James & Associates, Inc. (NEW HAVEN CT)
CT
05/16/2008 - 05/10/2024
UBS FINANCIAL SERVICES INC. (NEW HAVEN CT)
CT
08/18/2000 - 06/05/2008
CITIGROUP GLOBAL MARKETS INC. (NEW HAVEN CT)
NY
04/21/1999 - 08/29/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NC
02/24/1998 - 03/24/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 06/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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