Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Silberman is a financial advisor with over 14 years of experience in the industry. Jason has worked with Citigroup Global Markets Inc. since 2014. Jason has a broad range of experience in providing financial advice, including portfolio management, financial planning and asset allocation advice to individuals, high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing plans. Jason is also a Certified Financial Planner.
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.
Asset allocation advice
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.
A percentage of the total value of assets under management is charged.
1
2
CA
07/14/2022 - Present
Citigroup Global Markets Inc. (BEVERLY HILLS CA)
CA
09/01/2017 - 07/12/2022
U.S. BANCORP INVESTMENTS, INC. (SAN DIEGO CA)
CA
05/20/2014 - 06/14/2017
CITIGROUP GLOBAL MARKETS INC. (SANTA MONICA CA)
CA
10/18/2012 - 04/14/2014
UNIONBANC INVESTMENT SERVICES, LLC (SAN FRANCISCO CA)
CA
02/15/2011 - 03/19/2012
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
CA
10/23/2009 - 09/16/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
CA
01/01/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LAGUNA NIGUEL CA)
BOTH
Issued 06/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/27/2006
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 Silberman is the right advisor for you? Invested Better is here to help.
