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Jason John Linde

National Financial Services LLC

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About Jason John Linde

Jason John Linde is a financial professional with over 25 years of experience in the industry. He is currently registered with National Financial Services LLC as a Registered Representative. Jason has held several positions at various firms over the years, including Fidelity Distributors Corporation, Fidelity Investments Institutional Services Company, Inc., and Pyramis Distributors Corporation LLC. Jason is licensed to sell securities in various states and holds a number of industry designations. He is committed to providing his clients with comprehensive financial advice and services to meet their individual needs.

Firm Information

Jason Linde is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

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 Linde’s Registration & Firm History

RI

01/17/2019 - Present

National Financial Services LLC (SMITHFIELD RI)

RI

02/09/2016 - 04/23/2019

FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)

RI

02/09/2016 - 04/23/2019

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

RI

10/07/2008 - 08/03/2016

PYRAMIS DISTRIBUTORS CORPORATION LLC (SMITHFIELD RI)

RI

05/22/1997 - 02/09/2009

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 06/10/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/08/2008

Series 24 - General Securities Principal Examination

BC

Issued 02/23/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2004

Series 7 - General Securities Representative Examination

BC

Issued 05/20/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jason John Linde.
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