Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason McCloud is a financial professional with over 15 years of experience in the industry. Currently, Jason is a Registered Representative at Stifel, Nicolaus & Company, Inc. located in Baltimore, MD. Jason has a strong background in various financial markets, holding a Series 6, 7, 9, 10, 24, 27, 52, 53, 55, 57, and 99 licenses. Jason has previously worked at Sterne, Agee & Leach, Inc., Boenning & Scattergood, Inc., Stifel, Nicolaus & Company, Incorporated, Morgan Stanley & Co., Incorporated, Scudder Investor Services, Inc., and T. Rowe Price Investment Services, Inc. Jason is committed to providing clients with personalized financial advice and solutions to help them 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.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
06/09/2015 - Present
Stifel, Nicolaus & Company, Inc. (BALTIMORE MD)
AL
08/05/2013 - 06/30/2016
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
PA
04/02/2012 - 07/23/2013
BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)
MD
01/01/2010 - 04/02/2012
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BALTIMORE MD)
NY
01/24/2005 - 10/05/2005
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
03/09/2004 - 05/24/2004
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
MD
08/21/2001 - 07/16/2003
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BC
Issued 10/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2010
Series 27 - Financial and Operations Principal Examination
BC
Issued 07/26/2010
Series 4 - Registered Options Principal Examination
BC
Issued 06/21/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/10/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/26/2010
Series 24 - General Securities Principal Examination
BC
Issued 02/09/2010
Series 53 - Municipal 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 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2010
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/29/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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