Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Voelkl is a financial professional with over 7 years of experience in the financial services industry. Jason is currently registered with Paychex Securities Corp. and holds Series 6, 6TO, 26, 63 and SIE licenses. Jason has previously held positions at J.P. Morgan Securities LLC and NYLIFE Securities LLC. Jason has extensive experience in providing financial advice to clients.
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.
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.
1
2
NY
12/23/2021 - Present
Paychex Securities Corp. (WEST HENRIETTA NY)
NY
01/14/2016 - 12/08/2017
J.P. MORGAN SECURITIES LLC (IRONDEQUOIT NY)
NY
03/20/2015 - 11/20/2015
NYLIFE SECURITIES LLC (FAIRPORT NY)
BC
Issued 01/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/20/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jason Voelkl is the right advisor for you? Invested Better is here to help.
