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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Edward Minnella is a financial advisor currently working with Global Retirement Partners LLC. Jason has been in the financial services industry since September 2009. Jason holds FINRA Series 7, 24, and 66 registrations and the SIE exam, along with registrations in California, New Jersey, and New York. Jason has worked in the financial services industry for several years and is a specialist in financial planning, pension consulting, and portfolio management for businesses and individuals. Jason works with individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.
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.
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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CA
11/23/2021 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
CA
09/15/2009 - 12/06/2021
EQUITABLE ADVISORS, LLC (LOS ANGELES CA)
BOTH
Issued 09/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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