Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Harrison is a registered investment advisor representative. Jason is currently employed by First Trust Advisors LP. Jason's current licenses include Series 66 and Series 7TO. Jason has been in the financial services industry for 2 years. Jason is registered in Illinois and also holds licenses in New Jersey and Pennsylvania.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fixed fees per unit (uits) for portfolio supervisory services
1
2
IL
12/21/2023 - Present
First Trust Advisors LP (WHEATON IL)
BOTH
Issued 11/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/12/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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