Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Jasas is a financial professional with over 9 years of experience in the financial services industry. Jason is currently registered with Raymond James & Associates, Inc. in Florida. Before joining Raymond James & Associates, Inc., Jason was employed by DASH FINANCIAL TECHNOLOGIES LLC in Illinois and TRINITY EXECUTIONS, LLC. Jason holds several industry licenses, including Series 57TO, Series 7TO, SIE, and Series 56. Jason is specializes in providing a range of financial services.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
02/28/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
IL
12/13/2019 - 01/21/2022
DASH FINANCIAL TECHNOLOGIES LLC (Chicago IL)
IL
11/22/2013 - 12/02/2019
TRINITY EXECUTIONS, LLC (CHICAGO IL)
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 07/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2012
Series 56 - Proprietary Trader Qualification Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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