Unclaimed
Jason M. Goodridge is a financial professional with over 12 years of experience in the industry. Jason has held various roles at several firms, including Wells Fargo Clearing Services, LLC, Morgan Stanley, Park Avenue Securities LLC, and J.P. Morgan Securities LLC. Jason is currently registered with J.p. Morgan Securities LLC in New York, NY. Jason specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
01/17/2023 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NJ
06/29/2018 - 11/03/2022
WELLS FARGO CLEARING SERVICES, LLC (SUMMIT NJ)
NY
08/24/2015 - 05/14/2018
MORGAN STANLEY (PURCHASE NY)
NY
11/20/2014 - 07/20/2015
PARK AVENUE SECURITIES LLC (NEW YORK NY)
OH
10/01/2012 - 11/12/2014
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
NY
10/28/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FLORAL PARK NY)
NY
09/03/2009 - 09/22/2009
COMMERCE ONE FINANCIAL INC. (SYOSSET NY)
BOTH
Issued 09/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2013
Series 4 - Registered Options Principal Examination
BC
Issued 06/03/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/25/2013
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 09/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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
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
Not sure Jason Goodridge is the right advisor for you? Invested Better is here to help.