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Jason Brognard Okie

Silver Leaf Partners, LLC

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About Jason Brognard Okie

Jason Okie is a registered representative with Silver Leaf Partners, LLC. He is also registered in the states of New York and Rhode Island. Jason has been in the financial industry for over 20 years and has experience in both securities and commodities. He holds Series 3, 7, and 63 licenses. His previous experience includes roles with Nutmeg Securities, LTD. and Barclays De Zoete Wedd Securities Inc.

Firm Information

Jason Okie is currently registered with Silver Leaf Partners, LLC. Silver Leaf Partners, LLC is a Limited Liability Company formed in January 2003. The firm is registered to operate in all 50 states and is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

15

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 Okie’s Registration & Firm History

NY

07/08/2004 - Present

Silver Leaf Partners, LLC (NEW YORK NY)

NY

03/31/2003 - 07/12/2004

NUTMEG SECURITIES, LTD. (NEW YORK NY)

FL

07/17/2000 - 04/04/2003

NARRAGANSETT BAY SECURITIES, INC. (HOMESTEAD FL)

NY

11/14/1994 - 06/05/1996

BARCLAYS DE ZOETE WEDD SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/25/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/13/2000

Series 7 - General Securities Representative Examination

BC

Issued 06/08/1994

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Brognard Okie.
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