Unclaimed
Jason Jiajun Wen is a financial advisor with TD Securities (usa) LLC. Jason has been in the industry for over 17 years and has a strong track record of success in helping clients achieve their financial goals. Jason holds a Series 7, Series 63, and Series 24 licenses and is registered in all 50 states and the District of Columbia. Jason has a deep understanding of the financial markets and a commitment to providing personalized advice to each of Jason's clients.
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.
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.
1
2
NY
04/12/2023 - Present
TD Securities (usa) LLC (NEW YORK NY)
NY
10/01/2008 - 04/02/2023
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
10/13/2005 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 10/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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