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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Longlet is a financial advisor registered with Morgan Stanley. Jason is registered with the state of Alaska and Texas. Jason has been working in the industry since 2005. Jason is also affiliated with Citigroup Global Markets Inc.. Jason is a registered representative of FINRA. Jason has licenses in the series 7, 66, and SIE. Jason has 39 state registrations. Jason is registered to provide investment advice to individuals, corporations and other businesses, high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, banking or thrift institutions, and state or municipal government entities.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AK
02/25/2020 - Present
Morgan Stanley (ANCHORAGE AK)
AK
12/19/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ANCHORAGE AK)
BOTH
Issued 02/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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