Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Mancivalano is a financial advisor with J.p. Morgan Securities LLC. Jason has been working in the financial industry since November 20, 2003 and is licensed to provide investment advice in 53 states. Jason has been with J.p. Morgan Securities LLC since May 2021. Prior to that, Jason worked at Wells Fargo Clearing Services, LLC, TD PRIVATE CLIENT WEALTH LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc of America Investment Services, Inc. Jason holds Series 6, 7, 63 and 66 licenses and specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. J.p. Morgan Securities LLC manages more than $50 billion in assets and provides financial advice to over 262,000 clients.
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
NJ
11/21/2022 - Present
J.p. Morgan Securities LLC (Westampton NJ)
NJ
01/09/2018 - 05/26/2021
WELLS FARGO CLEARING SERVICES, LLC (PRINCETON NJ)
NJ
05/03/2016 - 01/09/2018
TD PRIVATE CLIENT WEALTH LLC (Haddon Township NJ)
NJ
10/23/2009 - 05/09/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT LAUREL NJ)
NJ
01/20/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PRINCETON NJ)
MO
11/04/2003 - 01/03/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 05/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/03/2003
Series 6 - Investment Company Products/Variable Contracts 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 Mancivalano is the right advisor for you? Invested Better is here to help.
