Invested Better
Unclaimed

Unclaimed

Unclaimed

Jason D. Basso

Interactive Brokers LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jason? Claim Your Profile

About Jason D. Basso

Jason D. Basso is a financial advisor in Greenwich, Connecticut with over 17 years of experience in the industry. Jason is registered with Interactive Brokers LLC and holds Series 66, Series 7, and SIE licenses. Previously, Jason worked at TIMBER HILL LLC and CITIGROUP GLOBAL MARKETS INC.

Firm Information

Jason Basso is currently registered with Interactive Brokers LLC. Interactive Brokers LLC is a Limited Liability Company formed on March 9, 1998 and is approved to operate in all 50 U.S. states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

175

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jason Basso’s Registration & Firm History

CT

04/08/2011 - Present

Interactive Brokers LLC (GREENWICH CT)

CT

06/15/2007 - 04/08/2011

TIMBER HILL LLC (GREENWICH CT)

NY

03/31/2005 - 05/08/2007

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

Not sure if Jason D. Basso is right for you?

Licenses & Designations

BOTH

Issued 05/26/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/27/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

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

Disclosures

There are no public disclosures for Jason D. Basso.
Not sure if Jason D. Basso is right for you?