Unclaimed
Jason Kenneth Saas is an investment advisor representative at Lord, Abbett & Co. LLC. Jason has been in the industry since May 11, 2001. Jason has passed the Series 7, Series 24, Series 66, and SIE exams. Jason is registered in Colorado, Mississippi, New Jersey, New Mexico, New York, North Carolina, Oklahoma, Pennsylvania, South Carolina, and Wyoming. Jason's current employment is with Lord, Abbett & Co. LLC. Prior to this, Jason was employed by UBS PAINEWEBBER INC. in Weehawken, New Jersey.
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.
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.
Impersonal investment advisory services
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.
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.
1
2
NJ
07/26/2002 - Present
Lord, Abbett & Co. LLC (JERSEY CITY NJ)
NJ
04/10/2001 - 05/16/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 08/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jason Saas is the right advisor for you? Invested Better is here to help.