Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Catlender is a financial advisor with New Edge Wealth. He has over 15 years of experience in the financial services industry. Jason has been registered with the Securities and Exchange Commission (SEC) since 2008. He holds Series 6, 7, 63 and 65 licenses. Jason specializes in providing financial advice to high net worth individuals, corporations, and other businesses. He also offers financial planning services to individuals and families.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
01/06/2023 - Present
NEW Edge Wealth (STAMFORD CT)
MA
04/09/2015 - 07/12/2022
LPL FINANCIAL LLC (WALTHAM MA)
MA
02/22/2010 - 09/11/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
01/25/2008 - 04/16/2009
J.P. MORGAN SECURITIES INC. (BOSTON MA)
MA
01/25/2008 - 12/31/2008
J.P. MORGAN CLEARING CORP. (BOSTON MA)
RI
01/03/1997 - 08/09/2000
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 12/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/02/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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