Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason O'Leary is a financial advisor with Morgan Stanley & Co. LLC. Jason has been in the financial services industry since January 20, 2002. Jason has experience working with clients from several firms including CITIGROUP GLOBAL MARKETS INC., CITADEL SECURITIES LLC, UBS SECURITIES LLC, PRUDENTIAL SECURITIES INCORPORATED, and BARCLAYS CAPITAL INC. Jason is registered in all 50 states and the District of Columbia. Jason holds the Series 4, Series 7, Series 10, Series 24, Series 55, and Series 57TO licenses. Jason also holds the SIE license. Jason is a Registered Options Principal, General Securities Sales Supervisor, and General Securities Principal. Jason has extensive experience in the financial services industry and is committed to providing clients with personalized financial advice.
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.
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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2
MA
06/12/2024 - Present
Morgan Stanley & Co. LLC (Boston MA)
MA
01/03/2011 - 06/03/2024
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
NY
02/04/2010 - 10/21/2010
CITADEL SECURITIES LLC (NEW YORK NY)
NY
08/13/2007 - 01/28/2010
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CT
03/26/2004 - 07/27/2007
UBS SECURITIES LLC (STAMFORD CT)
NY
12/23/1997 - 03/09/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/24/1997 - 05/20/1998
BARCLAYS CAPITAL INC. (NEW YORK NY)
BC
Issued 03/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/16/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/25/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
MIAX Sapphire
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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