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Jason Anthony Philosophos

Sidoti & Company, LLC

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About Jason Anthony Philosophos

Jason Anthony Philosophos is a financial professional with over 18 years of experience in the industry. Jason is currently registered with Sidoti & Company, LLC in New York, NY and Delray Beach, FL. Jason has a strong background in the financial services industry, holding licenses including Series 7, Series 24, and Series 66. Jason is a highly experienced financial professional with a proven track record of success. Jason specializes in providing financial advice to individuals and families.

Firm Information

Jason Philosophos is currently registered with Sidoti & Company, LLC. Sidoti & Company, LLC is a Limited Liability Company formed in March 1999. It is registered to conduct business in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jason Philosophos’s Registration & Firm History

NY

03/03/2020 - Present

Sidoti & Company, LLC (NEW YORK NY)

FL

11/05/2014 - 11/08/2019

MACQUARIE CAPITAL (USA) INC. (Boca Raton FL)

NY

03/08/2005 - 10/16/2014

SIDOTI & COMPANY, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 03/24/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/19/2021

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/07/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Anthony Philosophos.
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