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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 Gregory Fay is an investment advisor representative with New Edge Wealth, a firm based in Stamford, Connecticut. Jason has been working in the financial services industry since August 2000. Jason has a variety of professional licenses and certifications including Series 7, 24, 55, 63 and 65. Jason is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative. Jason has experience working with a variety of clients, including high net worth individuals, corporations, and pension plans. Jason offers a variety of services including financial planning, portfolio management, and selection of other advisors.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
01/02/2025 - Present
NEW Edge Wealth (STAMFORD CT)
NY
04/23/2018 - 08/11/2021
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
12/01/2014 - 12/14/2016
MACRO RISK ADVISORS LLC (RYE NY)
NY
09/14/2009 - 10/31/2014
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
NY
03/29/2005 - 05/15/2009
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
04/05/2000 - 04/01/2005
UBS SECURITIES LLC (NEW YORK NY)
NA
06/16/1993 - 11/14/1994
OPPENHEIMER & CO., INC.
IA
Issued 11/16/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/17/1999
Series 25 - NYSE Trading Assistant Examination
BC
Issued 06/15/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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