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Jason L. Gernstetter

J.p. Morgan Securities LLC

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About Jason L. Gernstetter

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.

Firm Information

Jason Gernstetter is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Jason Gernstetter’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

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

Disclosures

There are no public disclosures for Jason L. Gernstetter.
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