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'Donnell is an investment advisor representative currently registered with Alden Capital and Alden Investment Group in Pennsylvania. Jason has over 17 years of experience in the financial industry, having worked at various firms including MCG Securities LLC, CV Brokerage, Inc., and Boenning & Scattergood, Inc.. His current role focuses on providing investment advice and portfolio management services to individual and institutional clients. Jason holds the Series 6, 7, 24, 63, 66, 86, and 87 securities licenses.
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.
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.
Retirement plan advisory services
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.
A percentage of the total value of assets under management is charged.
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2
PA
01/24/2020 - Present
Alden Capital (WAYNE PA)
PA
10/31/2012 - 12/31/2018
MCG SECURITIES LLC (WAYNE PA)
NJ
03/19/2012 - 11/08/2012
CV BROKERAGE, INC (WILLIAMSTOWN NJ)
PA
01/31/2008 - 03/12/2012
BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)
NJ
11/07/2003 - 06/03/2005
RYAN BECK & CO. (FLORHAM PARK NJ)
MD
10/07/2000 - 12/21/2001
M&T SECURITIES, INC. (BALTIMORE MD)
PA
09/12/2000 - 10/07/2000
KEYSTONE BROKERAGE, LLC (WILLIAMSPORT PA)
BOTH
Issued 02/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/2008
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 02/21/2008
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/29/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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