Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Brown is an active financial advisor registered in multiple states, including New York, Connecticut, and Texas. Jason is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc., having been with the firm since September 2012. Prior to that Jason was affiliated with Columbia Management Investment Distributors, Inc., based in Boston, Massachusetts. Jason is qualified to provide investment advice, portfolio management, and financial planning services to a range of clients, including individuals, families, corporations, and retirement plans.
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
NY
01/06/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JAMESTOWN NY)
MA
05/01/2010 - 07/10/2012
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
03/31/2000 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 04/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/30/2000
Series 6 - Investment Company Products/Variable Contracts 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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