Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason McCarthy is a financial advisor who has been in the industry since 1999. Jason currently works at PNC Investments and has also worked for several other firms throughout his career. Jason specializes in retirement planning, college savings, and estate planning. He has a wide range of experience working with individuals, families, and businesses.
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.
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.
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2
TX
06/04/2021 - Present
PNC Investments (Austin TX)
TX
01/17/2020 - 06/01/2021
BBVA SECURITIES INC. (AUSTIN TX)
TX
01/02/2018 - 01/17/2020
BB&T SECURITIES, LLC (AUSTIN TX)
TX
04/06/2015 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (AUSTIN TX)
TX
01/20/2015 - 04/02/2015
CUSO FINANCIAL SERVICES, L.P. (Austin TX)
TX
05/16/2013 - 01/15/2015
BBVA SECURITIES INC. (SAN ANTONIO TX)
TX
04/22/2010 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (AUSTIN TX)
FL
05/02/2009 - 10/14/2009
CHASE INVESTMENT SERVICES CORP. (ORLANDO FL)
FL
04/27/2009 - 05/02/2009
WAMU INVESTMENTS, INC. (ORLANDO FL)
AZ
04/09/2007 - 02/28/2008
WAMU INVESTMENTS, INC. (PHOENIX AZ)
AZ
07/06/2005 - 04/11/2007
CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)
IL
06/18/1999 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
10/07/1997 - 06/07/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/07/1997 - 06/07/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/16/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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