Unclaimed
Jason Hong Jin is a financial professional with a proven track record in the securities industry. Jason has experience in both financial advising and insurance, and has worked with a variety of clients, including individuals, corporations, and high-net-worth individuals. Jason is registered with GWN Securities Inc. and Equitable Advisors, LLC, and holds several securities licenses, including Series 7, Series 66, and SIE. Jason's primary focus is on providing investment advice and financial planning services to individuals, but also offers services to businesses and institutions.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
In lieu of hourly fee, ia can charge a flat fee
1
2
CA
06/21/2022 - Present
GWN Securities Inc. (PASADENA CA)
CA
04/05/2018 - 06/23/2021
EQUITABLE ADVISORS, LLC (LOS ANGELES CA)
BOTH
Issued 04/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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