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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Nigro is a financial advisor with over 24 years of experience in the financial services industry. Jason is currently registered with Morgan Stanley in New York and Texas, and has previously worked at E*TRADE SECURITIES LLC, SOLIUM FINANCIAL SERVICES LLC and several other firms. Jason is a Series 7, 63, 9, 10, 24, 52, 53, 55, 57 and 79 licensed professional and holds the SIE designation. Jason is also a registered Investment Advisor in New York and Texas. Jason specializes in a wide range of financial services, including asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, individuals, and investment companies.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
05/18/2020 - Present
Morgan Stanley (New York NY)
NY
09/23/2021 - 09/05/2023
E*TRADE SECURITIES LLC (New York NY)
NY
02/27/2020 - 09/30/2020
SOLIUM FINANCIAL SERVICES LLC (New York NY)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (JERSEY CITY NJ)
NJ
02/25/2005 - 04/02/2007
MORGAN STANLEY DW INC. (JERSEY CITY NJ)
MA
10/20/2004 - 02/11/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
06/08/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NJ
09/17/1998 - 04/27/2000
COPELAND EQUITIES LLC (SOMERSET NJ)
NY
02/12/1998 - 09/18/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
02/12/1998 - 09/18/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
11/24/1997 - 01/26/1998
ROAN CAPITAL PARTNERS L.P. (NEW YORK NY)
BC
Issued 12/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/21/2003
Series 24 - General Securities Principal Examination
BC
Issued 03/05/2002
Series 4 - Registered Options Principal Examination
BC
Issued 08/13/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/29/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2014
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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