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Jason Julian Castelluccio

Nuveen Securities, LLC

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About Jason Julian Castelluccio

Jason Julian Castelluccio is a financial advisor with Nuveen Securities, LLC. Jason has been in the industry since December 1, 2004. Jason is registered to provide securities advice in 53 states and the District of Columbia. Jason holds the Series 63, Series 7, and Series 65 licenses. Prior to working at Nuveen Securities, LLC, Jason worked at J.P. Morgan Institutional Investments Inc., Davis Distributors, LLC, and Citigroup Global Markets Inc.

Firm Information

Jason Castelluccio is currently registered with Nuveen Securities, LLC. Nuveen Securities, LLC is a Limited Liability Company formed in September 1967. The firm is registered in 53 states and has one SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

66

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 Castelluccio’s Registration & Firm History

MN

07/13/2016 - Present

Nuveen Securities, LLC (MINNEAPOLIS MN)

NY

04/22/2013 - 05/20/2016

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)

NY

04/02/2008 - 10/24/2012

DAVIS DISTRIBUTORS, LLC (NEW YORK NY)

NY

04/08/2004 - 03/27/2008

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/27/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/24/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Julian Castelluccio.
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