Unclaimed
Jason Pride is a registered Investment Advisor Representative with Glenmede Investment Management, LP in Philadelphia, PA. Jason has been in the financial services industry since 1998. Prior to joining Glenmede, Jason was a Financial Advisor with Quasar Distributors, LLC and Haverford Trust Securities, Inc. Jason holds a Series 7 and a Series 63 license.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Provide model portfolio for overlay accounts
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.
Asset based fees from model only recipients
1
2
PA
01/11/2010 - Present
Glenmede Investment Management, LP (PHILADELPHIA PA)
ME
03/29/2010 - 02/29/2012
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
PA
01/01/2002 - 11/30/2009
HAVERFORD TRUST SECURITIES, INC. (RADNOR PA)
NY
06/29/1998 - 01/03/2000
WARBURG DILLON READ LLC (NEW YORK NY)
CT
01/08/1998 - 06/29/1998
SBC WARBURG DILLON READ INC. (STAMFORD CT)
BC
Issued 02/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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