Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Bradley Moretz is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Jason has been in the industry since 2005. Jason has passed the Series 66, Series 7, and SIE exams. Jason holds registrations in multiple states including Virginia, Texas, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Mississippi, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, West Virginia, and Wisconsin. Jason is also a Board Member of the Roanoke County Public Schools Education Foundation.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, 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.
1
2
VA
05/02/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ROANOKE VA)
VA
02/17/2021 - 03/15/2022
TRUIST INVESTMENT SERVICES, INC. (ROANOKE VA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
05/22/2017 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (ROANOKE VA)
VA
11/07/2011 - 01/22/2014
CETERA INVESTMENT SERVICES LLC (ROANOKE VA)
VA
11/29/2007 - 11/10/2011
UVEST FINANCIAL SERVICES GROUP, INC. (ROANOKE VA)
VA
05/12/2005 - 10/08/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROANOKE VA)
BOTH
Issued 06/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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