Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Delucia is a financial advisor with over 20 years of experience in the financial services industry. Jason is currently registered with Robert W. Baird & Co. Inc. and is based in Louisville, Kentucky. Jason holds a Series 6, 7 and 63 license. Prior to his role at Robert W. Baird & Co. Inc., Jason worked at Lincoln Financial Distributors, Inc., John Hancock Funds, LLC, John Hancock Distributors LLC and Manulife Wood Logan, Inc.. Jason specializes in providing financial advice to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
KY
02/05/2024 - Present
Robert W. Baird & Co. Inc. (Louisville KY)
PA
05/24/2011 - 01/13/2023
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
MA
11/01/2010 - 05/10/2011
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
01/01/2002 - 05/09/2011
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
CT
04/27/2001 - 01/01/2002
MANULIFE WOOD LOGAN, INC. (STAMFORD CT)
BC
Issued 05/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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