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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Brewer Cort is an Investment Advisor Representative with Quadrant Private Wealth Management, LLC. Jason has been in the industry since 1995, and is registered with FINRA and in 16 states. Jason has worked at several firms throughout their career, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Olde Discount Corporation. Jason is a licensed securities representative and has obtained the following licenses: Series 7, Series 31, Series 52, Series 63, Series 65, Series 99TO and the SIE exam. Jason specializes in credit and cash management solutions, insurance solutions, financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
Credit and cash management solutions and insurance solutions
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.
Revenue sharing with our affiliate, focus risk solutions.
1
2
PA
08/13/2015 - Present
Quadrant Private Wealth Management, LLC (CENTER VALLEY PA)
PA
03/21/1997 - 05/15/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BETHLEHEM PA)
MI
08/08/1995 - 01/14/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 04/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 01/16/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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