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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 Silva is a financial advisor with over 25 years of experience in the industry. Jason is currently registered with Morgan Stanley in San Jose, CA and has previously worked with UBS Financial Services, Inc. and Wells Fargo Clearing Services, LLC. Jason holds several licenses and designations, including Series 7, 8, 9, 10, 52, 63, and 65. Jason has a strong background in investment management, financial planning, and portfolio management. Jason offers a wide range of services to individuals, businesses, and institutions, including investment advice, financial planning, retirement planning, and wealth management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
01/15/2021 - Present
Morgan Stanley (San Jose CA)
CA
01/09/2009 - 01/19/2021
WELLS FARGO CLEARING SERVICES, LLC (SAN JOSE CA)
CA
07/27/2001 - 01/27/2009
UBS FINANCIAL SERVICES INC. (SAN JOSE CA)
MI
08/07/1996 - 08/02/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 09/27/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/25/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/06/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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