Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Edward Duponte is a financial advisor at Tiaa-Cref Individual & Institutional Services, LLC. Jason has been a registered financial advisor for over 20 years and has a wide range of experience in the financial services industry. Jason is committed to providing personalized financial advice and helping clients achieve their financial goals. Jason has a proven track record of success in helping clients achieve their financial goals. Jason is licensed to provide financial advice in several states, including Massachusetts, Florida, New York, and California. Jason also holds the Series 7, Series 63, and Series 65 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
MA
05/19/2008 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Waltham MA)
MA
10/20/2004 - 04/03/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEWTON MA)
NY
07/11/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
06/26/2001 - 06/04/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/26/2001 - 06/04/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
02/02/2001 - 06/18/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
10/25/2000 - 02/27/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 05/15/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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