Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Phillips is a financial advisor with Janney Montgomery Scott LLC in DANVERS, MA. Jason has been in the industry since March 22, 2000. Jason has a variety of certifications and licenses, including Series 7, Series 31, Series 66, and SIE, and is a Certified Financial Planner. Jason provides a variety of financial planning services, including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Fee plus commission
1
2
MA
01/29/2013 - Present
Janney Montgomery Scott LLC (DANVERS MA)
MA
05/19/2006 - 05/02/2011
WELLS FARGO ADVISORS, LLC (BEVERLY MA)
MA
03/23/2000 - 05/24/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BURLINGTON MA)
BOTH
Issued 04/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 03/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jason Phillips is the right advisor for you? Invested Better is here to help.
