Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Damico is a financial advisor with over 14 years of experience in the financial services industry. Jason has a strong background in providing financial planning and investment management services to individuals, high-net-worth individuals, and families. Jason is currently registered with Fidelity Personal And Workplace Advisors. Previously, Jason was a financial advisor with J.P. Morgan Securities LLC, Chase Investment Services Corp., and Hornor, Townsend & Kent, Inc. Jason holds Series 7, Series 63, and Series 66 licenses. He is also a CERTIFIED FINANCIAL PLANNER™ professional. Jason is committed to providing his clients with personalized financial advice and guidance. He is passionate about helping people achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
NJ
07/27/2023 - Present
Fidelity Personal AND Workplace Advisors (SHREWSBURY NJ)
NY
10/01/2012 - 07/06/2023
J.P. MORGAN SECURITIES LLC (CHESTNUT RIDGE NY)
NY
07/01/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ROCHESTER NY)
NY
08/10/2009 - 05/25/2010
HORNOR, TOWNSEND & KENT, INC. (ROCHESTER NY)
BOTH
Issued 07/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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