Unclaimed
Jason Harris Mittman is a financial advisor at J.P. Morgan Securities LLC, a firm with over 262,000 clients and over $249.7 billion in regulatory assets under management. Jason is registered in Connecticut, New Jersey, and New York. He has passed the Series 63, Series 6TO and SIE exams and has specialized in providing financial advice in the areas of retirement planning, education planning, insurance and estate planning. Jason is a dedicated financial advisor who is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
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
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NJ
03/05/2021 - Present
J.p. Morgan Securities LLC (MANALAPAN NJ)
BC
Issued 03/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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