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Jason John Defelice

Alexander Capital, LP

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About Jason John Defelice

Jason Defelice is a financial advisor with Alexander Capital, LP. Jason has been in the financial services industry since 1996. Jason is registered to provide securities and investment advice in 10 states, including California, Florida, and New York. He holds the Series 7 and Series 63 licenses and the Series 65 license. Jason is also a registered representative of Alexander Capital, LP.

Firm Information

Jason Defelice is currently registered with Alexander Capital, LP. Alexander Capital, LP is a partnership formed in November 1995. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

50

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jason Defelice’s Registration & Firm History

NJ

11/01/2012 - Present

Alexander Capital, LP (RED BANK NJ)

SC

12/18/2001 - 09/27/2012

J.P. TURNER & COMPANY, L.L.C. (MOUNT PLEASANT SC)

NY

04/24/2001 - 12/18/2001

PRIME CHARTER LTD. (NEW YORK NY)

MO

01/02/2001 - 04/20/2001

FIRST UNION SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)

FL

10/22/1997 - 01/02/2001

JWGENESIS SECURITIES, INC. (BOCA RATON FL)

NJ

06/25/1996 - 11/04/1997

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

BC

Issued 08/01/1996

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/24/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/24/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Jason John Defelice. Review regulatory record here.
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