Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Roberts is a financial advisor with J.P. Morgan Securities LLC, based in Plano, TX. Jason has been in the financial industry since 2013. Jason has been registered with the Securities and Exchange Commission (SEC) since 2021. Jason previously worked at Morgan Stanley. Jason holds the Series 66, 7, and SIE securities licenses. Jason is licensed to provide financial services in all 50 states, including the District of Columbia, Puerto Rico, and the Virgin Islands. Jason is able to provide a variety of financial services to individuals and businesses. Jason specializes in financial planning, portfolio management for businesses, and portfolio management for individuals.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
06/02/2021 - Present
J.p. Morgan Securities LLC (Plano TX)
CA
08/22/2013 - 03/09/2015
MORGAN STANLEY (WALNUT CREEK CA)
BOTH
Issued 6/2/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/7/2021
Series 7TO - General Securities Representative Examination
BC
Issued 4/15/2021
SIE - Securities Industry Essentials Examination
BC
Issued 8/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
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
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