Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Dante Orsini is a financial advisor with Edward Jones, a firm with approximately $10 billion to $50 billion in assets under management. Jason has been in the industry since 1999 and currently holds Series 6, 7, 63 and 66 licenses. Jason is registered with FINRA and the states of Arizona, California, Colorado, Florida, Georgia, Idaho, Massachusetts, Michigan, Nevada, New Hampshire, New Jersey, North Carolina, Oregon, Texas, and Washington. Jason has a history of working with individuals, businesses, corporations, partnerships, investment clubs, limited liability companies, and charitable organizations. Jason has a strong understanding of the financial markets and provides financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors to clients.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
06/28/2019 - Present
Edward Jones (FULLERTON CA)
NJ
06/15/2009 - 06/23/2011
ADP BROKER-DEALER, INC. (ROSELAND NJ)
CA
07/31/2002 - 02/24/2009
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
NJ
05/09/2000 - 06/24/2002
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
NV
12/20/1999 - 03/20/2000
FINANCIAL WEST GROUP (RENO NV)
BOTH
Issued 09/09/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jason Orsini is the right advisor for you? Invested Better is here to help.
