Unclaimed
Jason Anthony Silva is an investment professional with over 10 years of experience in the financial services industry. Jason has held various roles at reputable firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, Santander Securities LLC, and Citizens Securities, Inc. Currently, Jason is associated with J.P. Morgan Securities LLC as a registered representative. His experience and qualifications are evidenced by his licensing and registrations in multiple states, including New York, Rhode Island, and Texas. Jason is also a Series 7, Series 6, Series 63, and Series 65 licensed professional. This means Jason is qualified to offer various investment products and services, including stocks, bonds, mutual funds, and variable annuities. He is committed to providing clients with comprehensive financial advice and guidance tailored to their individual needs.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
RI
04/07/2022 - Present
J.p. Morgan Securities LLC (East Greenwich RI)
RI
09/27/2019 - 12/01/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVIDENCE RI)
RI
12/14/2016 - 09/27/2019
SANTANDER SECURITIES LLC (WAKEFIELD RI)
RI
08/27/2012 - 12/05/2016
CITIZENS SECURITIES, INC. (NARRAGANSETT RI)
IA
Issued 06/25/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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