Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason David Wallace is an active investment banking professional with over 20 years of experience in the financial services industry. Jason is currently registered with Citizens JMP Securities, LLC in Atlanta, GA. Jason has held previous positions at CITIZENS CAPITAL MARKETS, BOWSTRING ADVISORS, LLC, BLACKSTONE ADVISORY PARTNERS L.P. and CREDIT SUISSE FIRST BOSTON LLC. Jason holds the Series 7, Series 24, Series 63, Series 79TO, and SIE 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.
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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GA
08/01/2023 - Present
Citizens JMP Securities, LLC (Atlanta GA)
GA
03/05/2019 - 08/01/2023
CITIZENS CAPITAL MARKETS (Atlanta GA)
GA
07/25/2014 - 03/19/2019
BOWSTRING ADVISORS, LLC (ATLANTA GA)
GA
04/14/2004 - 05/22/2014
BLACKSTONE ADVISORY PARTNERS L.P. (ATLANTA GA)
NY
08/26/2002 - 04/07/2004
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
BC
Issued 10/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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