Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Christopher Piedmonte is a financial advisor currently registered with J.p. Morgan Securities LLC. Jason Christopher Piedmonte has been in the financial services industry since June 21, 2004. Jason Christopher Piedmonte holds licenses for Series 31, Series 63, Series 65, Series 66, Series 7, and SIE exams. Jason Christopher Piedmonte's previous affiliations include Chase Investment Services Corp., J.P. Morgan Securities Inc., and Citigroup Global Markets Inc..
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MI
01/10/2015 - Present
J.p. Morgan Securities LLC (TRAVERSE CITY MI)
MI
07/27/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TRAVERSE CITY MI)
MI
10/01/2008 - 04/28/2009
J.P. MORGAN SECURITIES INC. (TRAVERSE CITY MI)
MI
03/12/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (TRAVERSE CITY MI)
MI
03/23/2004 - 03/06/2008
CITIGROUP GLOBAL MARKETS INC. (TRAVERSE CITY MI)
BOTH
Issued 03/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/19/2004
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
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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