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Jason Bradley Grate

Icapital Markets LLC

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About Jason Bradley Grate

Jason Grate is a registered representative with iCapital Markets LLC and is located in New York, NY. Jason has been in the securities industry since 2023. Jason has passed the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE).

Firm Information

Jason Grate is currently registered with Icapital Markets LLC. Icapital Markets LLC is a Limited Liability Company that was formed on August 13, 2001. The company is registered in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. Icapital Markets LLC is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

219

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 Grate’s Registration & Firm History

NY

11/30/2023 - Present

Icapital Markets LLC (NEW YORK NY)

AL

11/01/2023 - 11/30/2023

SIMON MARKETS LLC (Birmingham AL)

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Licenses & Designations

BC

Issued 11/01/2023

Series 7TO - General Securities Representative Examination

BC

Issued 03/22/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Bradley Grate.
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