Unclaimed
Jason Eskenazi is a financial advisor with Edward Jones in ST LOUIS, MO. Jason is a registered representative with both FINRA and the state of Missouri. Jason has been working in the financial services industry since 1997. Jason offers a variety of financial planning and investment management services to individuals and families, businesses, and retirement plans.
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.
See schedule d - miscellaneous
1
2
NY
06/15/2023 - Present
Edward Jones (STATEN ISLAND NY)
NY
03/18/2022 - 04/04/2023
MORGAN STANLEY (New York NY)
NY
05/18/2001 - 01/04/2022
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NJ
10/14/1997 - 05/18/2001
CSFBDIRECT, INC. (JERSEY CITY NJ)
NY
02/11/1997 - 09/30/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
12/16/1996 - 01/22/1997
OPPENHEIMER & CO., INC. (NEW YORK NY)
IA
Issued 03/21/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2011
Series 4 - Registered Options Principal Examination
BC
Issued 01/10/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/25/2010
Series 27 - Financial and Operations Principal Examination
BC
Issued 07/24/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 12/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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