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Jason Foley

Wilmington Capital Securities, LLC

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About Jason Foley

Jason Foley is a registered representative with Wilmington Capital Securities, LLC located in GARDEN CITY, NY. Jason has been working in the financial services industry since 2004 and has been registered with FINRA since 2002. Jason specializes in providing financial planning and portfolio management services to individuals, corporations and high-net-worth individuals. Jason has been with Wilmington Capital Securities, LLC since 2024. Prior to that, Jason was with Western International Securities, Inc., Financial West Group and Brownstone Investment Group, LLC.

Firm Information

Jason Foley is currently registered with Wilmington Capital Securities, LLC. Wilmington Capital Securities, LLC is a Limited Liability Company registered in New York in 2004. The firm provides financial planning and portfolio management for individuals and businesses. They also offer wrap fee programs. Wilmington Capital Securities, LLC is registered with the SEC and with 49 state regulators. They manage approximately $243 million in assets and serve a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.
Wilmington Capital Securities, LLC

600 OLD COUNTRY ROAD

GARDEN CITY, NY 11530

$243.01M

Assets Under Management

225

Total Clients

27

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Foley’s Registration & Firm History

NY

08/27/2024 - Present

Wilmington Capital Securities, LLC (GARDEN CITY NY)

FL

08/21/2017 - 08/29/2022

WESTERN INTERNATIONAL SECURITIES, INC. (St. Petersburg FL)

NV

12/10/2008 - 08/21/2017

FINANCIAL WEST GROUP (RENO NV)

NY

01/30/2008 - 10/28/2008

BROWNSTONE INVESTMENT GROUP, LLC (NEW YORK NY)

NY

06/14/2007 - 10/22/2007

CITIGROUP GLOBAL MARKETS INC. (GOSHEN NY)

NY

05/14/2002 - 04/19/2007

THEMUNICENTER.COM (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/22/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Foley.
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