Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Barry Reback is a financial advisor with RBC Capital Markets, LLC. Jason has over 40 years of experience in the financial services industry. Jason's areas of expertise include portfolio management, financial planning, pension consulting, and selection of other advisors. Jason has held previous roles at J. B. Hanauer & CO., MORGAN STANLEY DW INC., TUCKER ANTHONY INCORPORATED, GIBRALTAR SECURITIES CO., JANNEY MONTGOMERY SCOTT INC., PRUDENTIAL-BACHE SECURITIES INC., SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED, MOORE & SCHLEY, CAMERON & CO., MOORE & SCHLEY MUNICIPALS, INC., SHEARSON/AMERICAN EXPRESS INC., ISLAND PLANNING CORP. OF AMERICA. Jason is registered with FINRA, and the states of Florida, New Jersey, Texas, and Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Maine, Maryland, Massachusetts, Michigan, Nebraska, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington, West Virginia, and Wisconsin.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
02/05/2015 - Present
RBC Capital Markets, LLC (FLORHAM PARK NJ)
NJ
07/05/2005 - 10/09/2009
J. B. HANAUER & CO. (PARSIPPANY NJ)
NY
10/21/1999 - 07/06/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MA
09/01/1999 - 11/09/1999
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NJ
10/27/1993 - 09/01/1999
GIBRALTAR SECURITIES CO. (FLORHAM PARK NJ)
PA
08/03/1990 - 09/09/1993
JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)
NY
02/05/1988 - 08/09/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
06/21/1985 - 01/29/1988
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
03/15/1983 - 05/15/1985
MOORE & SCHLEY, CAMERON & CO.
NA
02/07/1983 - 05/13/1985
MOORE & SCHLEY MUNICIPALS, INC.
NA
10/20/1982 - 02/04/1983
SHEARSON/AMERICAN EXPRESS INC.
NA
06/21/1982 - 10/08/1982
ISLAND PLANNING CORP. OF AMERICA
NA
07/20/1981 - 03/30/1982
J. B. HANAUER & CO.
IA
Issued 06/27/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/16/1982
Series 7 - General Securities Representative Examination
BC
Issued 06/14/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/18/1981
Series 52 - Municipal Securities 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 PEARL, 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 PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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