Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Mangione is a financial advisor with J.P. Morgan Securities LLC. Jason has been a financial advisor for over 20 years. Jason is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63, and SIE licenses. Jason is also registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR). Jason has worked with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Jason's previous experience includes working at Chase Investment Services Corp. and First Montauk Securities Corp. Jason is an active member of the industry and holds a number of designations, including the Certified Financial Planner (CFP) designation.
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
02/29/2024 - Present
J.p. Morgan Securities LLC (Rochester NY)
NY
02/03/2005 - 09/07/2006
CHASE INVESTMENT SERVICES CORP. (ROCHESTER NY)
IL
02/21/2001 - 12/31/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
01/19/1999 - 03/12/1999
CHASE SECURITIES INC. (NEW YORK NY)
NJ
02/27/1998 - 12/15/1998
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NJ
01/24/1996 - 09/03/1996
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NJ
04/25/1995 - 12/31/1995
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NY
07/22/1992 - 08/31/1994
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 02/27/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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
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