Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Diamond is a financial professional with over 30 years of experience in the industry. Jason is currently registered with Bancroft Capital, LLC, where Jason has been since March 2023. Previously, Jason was registered with Spartan Capital Securities, LLC, Drexel Hamilton, LLC, Kuhns Brothers Securities Corporation, Cohen & Company Capital Markets, LLC, Capstone Investments, Frederick & Company, Inc., Toluca Pacific Securities Corp., Adams Securities, Inc., First Choice Securities Corp., First Trust Securities of California, Inc., AMEV Investors, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Pruco Securities Corporation, The Prudential Insurance Company of America, Josephthal & Co., Incorporated, and Moseley Securities Corporation.
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.
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
03/27/2023 - Present
Bancroft Capital, LLC (FORT WASHINGTON PA)
NY
04/30/2019 - 04/14/2023
SPARTAN CAPITAL SECURITIES, LLC (NEW YORK NY)
WI
05/06/2013 - 04/25/2019
DREXEL HAMILTON, LLC (MILWAUKEE WI)
WI
02/28/2012 - 05/02/2013
KUHNS BROTHERS SECURITIES CORPORATION (MILWAUKEE WI)
WI
03/01/2011 - 02/17/2012
COHEN & COMPANY CAPITAL MARKETS, LLC (MILWAUKEE WI)
WI
07/12/2002 - 02/25/2011
CAPSTONE INVESTMENTS (MILWAUKEE WI)
WI
07/24/2001 - 07/15/2002
FREDERICK & COMPANY, INC. (BROOKFIELD WI)
CA
09/10/1991 - 09/18/1996
TOLUCA PACIFIC SECURITIES CORP. (BURBANK CA)
NA
03/27/1991 - 07/17/1991
ADAMS SECURITIES, INC.
NA
12/12/1990 - 03/27/1991
FIRST CHOICE SECURITIES CORP.
NA
10/05/1990 - 12/20/1990
FIRST TRUST SECURITIES OF CALIFORNIA, INC.
MN
03/28/1990 - 09/27/1990
AMEV INVESTORS, INC. (OAKDALE MN)
MA
03/02/1989 - 04/09/1990
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/02/1989 - 04/09/1990
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
11/23/1988 - 10/13/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
11/23/1988 - 10/13/1989
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
12/17/1987 - 08/31/1988
JOSEPHTHAL & CO., INCORPORATED
NA
01/21/1987 - 11/16/1987
MOSELEY SECURITIES CORPORATION
BC
Issued 07/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2008
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 10/22/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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