Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason McMurtry is a financial advisor with over 20 years of experience in the industry. Jason currently works with Concorde Asset Management, LLC and has prior experience with companies including DFPG INVESTMENTS, LLC, WESTPARK CAPITAL, INC., STIRA CAPITAL MARKETS GROUP, LLC, and BERKELEY CAPITAL SECURITIES, L.L.C. Jason holds Series 6, 7, 24, 63, 65, SIE, and 79TO licenses. Jason provides financial planning, pension consulting, and portfolio management for individuals and businesses. Jason also has a strong background in real estate.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Promoter fees from other advisors
1
2
CA
05/04/2020 - Present
Concorde Asset Management, LLC (San Francisco CA)
CA
09/14/2018 - 05/04/2020
DFPG INVESTMENTS, LLC (Rancho Sante Fe CA)
CA
01/12/2018 - 11/02/2018
WESTPARK CAPITAL, INC. (Newport Beach CA)
CA
09/19/2011 - 01/22/2018
STIRA CAPITAL MARKETS GROUP, LLC (IRVINE CA)
CA
01/02/2008 - 09/13/2011
BERKELEY CAPITAL SECURITIES, L.L.C. (SAN FRANCISCO CA)
CA
02/27/2006 - 10/29/2007
NNN CAPITAL CORP. (SANTA ANA CA)
PA
02/25/2005 - 02/22/2006
DIRECTED SERVICES, INC. (WEST CHESTER PA)
NY
04/12/2004 - 02/15/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MI
01/15/2003 - 04/05/2004
SAMMONS SECURITIES COMPANY, LLC (ANN ARBOR MI)
CA
03/14/2001 - 11/25/2002
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
MA
04/10/1997 - 08/28/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
04/10/1997 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 04/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/09/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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