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Jason Circelli

Amundi Asset Management US, Inc.

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About Jason Circelli

Jason Circelli is a registered investment advisor representative with Amundi Asset Management US, Inc. Jason has been in the industry since 2018. Jason is registered with the state of Massachusetts and with the Financial Industry Regulatory Authority (FINRA) and has successfully passed multiple industry exams, including Series 6, 7, 63, and 66. Jason has extensive experience in the financial services industry and is dedicated to providing clients with personalized financial advice and investment solutions.

Firm Information

Jason Circelli is currently registered with Amundi Asset Management US, Inc.. Amundi Asset Management US, Inc. is an investment advisor registered with the SEC. The firm has offices in Boston, MA and manages more than $50 billion in assets. They offer a range of portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles.
Amundi Asset Management US, Inc.

60 STATE STREET

BOSTON, MA 02109-1820

$119.88B

Assets Under Management

Not reported

Total Clients

76

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jason Circelli’s Registration & Firm History

MA

01/04/2021 - Present

Amundi Asset Management US, Inc. (BOSTON MA)

NY

07/06/2018 - 06/18/2019

DINOSAUR FINANCIAL GROUP, L.L.C (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/28/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/13/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/15/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Circelli.
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