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Jason L Escalante

Flourish Financial LLC

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About Jason L Escalante

Jason L. Escalante is a registered representative with Flourish Financial LLC. Jason has been in the financial services industry since 2021. Jason holds the Series 99TO and SIE exams. Jason is currently registered with FINRA.

Firm Information

Jason Escalante is currently registered with Flourish Financial LLC. Flourish Financial LLC is a Limited Liability Company formed on November 3, 2017. They are registered to provide services in all 50 states, as well as the District of Columbia, Puerto Rico and the Virgin Islands. They have also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

18

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 Escalante’s Registration & Firm History

NY

09/25/2021 - Present

Flourish Financial LLC (New York NY)

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Licenses & Designations

BC

Issued 09/25/2021

Series 99TO - Operations Professional Examination

BC

Issued 09/11/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason L Escalante.
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