Unclaimed
Jason Gernstetter is a financial advisor with over 20 years of experience in the financial services industry. Jason currently works at J.P. Morgan Securities LLC. Previously, Jason worked for firms like Chase Investment Services Corp., Advisor Dealer Services, Inc. and JPMorgan Distribution Services, Inc. Jason offers investment advisory services and financial planning. Jason has a wide range of experience working with individuals, corporations, charitable organizations, and insurance companies.
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.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
09/20/2013 - Present
J.p. Morgan Securities LLC (COLUMBUS OH)
OH
10/19/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
OH
05/05/2010 - 08/05/2010
ADVISER DEALER SERVICES, INC. (DUBLIN OH)
OH
12/14/2005 - 01/03/2006
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
OH
01/31/2001 - 09/19/2005
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
OH
10/13/1999 - 12/31/2000
ONE GROUP SERVICES COMPANY (THE) (BROOKLYN OH)
ME
07/23/1996 - 10/04/1999
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
NY
09/16/1994 - 04/03/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 06/09/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2010
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2012
Series 4 - Registered Options Principal Examination
BC
Issued 12/30/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/22/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/04/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/06/1994
Series 31 - Futures Managed Funds Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
MIAX Sapphire
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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