Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason John Favara is a financial advisor who is currently registered with Charles Schwab & CO., Inc. and has been in the industry since October 2001. Jason has held previous positions at TD AMERITRADE, INC., TD WEALTH MANAGEMENT SERVICES INC., ASSENT LLC, E*TRADE SECURITIES LLC, INVESTORS CAPITAL CORP., FTN FINANCIAL SECURITIES CORP, and SPEAR, LEEDS & KELLOGG, L.P.. Jason holds the Series 66, Series 63, Series 57TO, SIE, Series 55 and Series 7 securities licenses. Jason is registered to offer investment advisory services in New Jersey and New York.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NY
10/26/2023 - Present
Charles Schwab & CO., Inc. (Staten Island NY)
NJ
08/18/2010 - 12/31/2023
TD AMERITRADE, INC. (JERSEY CITY NJ)
NY
02/22/2010 - 05/28/2010
TD WEALTH MANAGEMENT SERVICES INC. (NEW YORK NY)
NY
07/15/2009 - 10/19/2009
ASSENT LLC (NEW YORK NY)
NJ
11/21/2008 - 07/06/2009
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NY
05/02/2007 - 12/31/2008
INVESTORS CAPITAL CORP. (NEW YORK NY)
NJ
01/07/2005 - 10/30/2006
FTN FINANCIAL SECURITIES CORP (JERSEY CITY NJ)
NY
09/19/2000 - 01/07/2005
SPEAR, LEEDS & KELLOGG, L.P. (NEW YORK NY)
BOTH
Issued 08/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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