Unclaimed
Jason Marrero is a financial advisor with J.P. Morgan Securities LLC. Jason has been in the financial services industry since 2011. Jason has offices in the Bronx, NY. Jason has a Series 6, Series 63 and SIE license. Jason is also registered to offer securities in California, Connecticut, Florida, New Jersey, New York, and Pennsylvania. Jason previously worked with Chase Investment Services Corp.
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
10/01/2012 - Present
J.p. Morgan Securities LLC (BRONX NY)
NY
05/10/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BRONX NY)
BC
Issued 05/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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