Unclaimed
Jason Friedman is a financial professional with over six years of experience in the securities industry. Jason is currently registered with J.p. Morgan Securities LLC as a registered representative. Jason is licensed in all 50 states and the District of Columbia. Prior to joining J.p. Morgan Securities LLC, Jason was employed by Oppenheimer & Co. Inc. Jason has passed the Series 63, Series 79, and SIE exams.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
04/22/2021 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
FL
12/05/2014 - 04/09/2021
OPPENHEIMER & CO. INC. (MIAMI FL)
BC
Issued 12/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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