Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Gere is an active investment advisor representative (IAR) registered with J.p. Morgan Securities LLC. Jason is based in NEW YORK, NY. Jason has been in the financial services industry since 1999. Jason has held previous positions at Equitable Advisors, LLC, KeyBanc Capital Markets Inc., RBC Capital Markets, LLC, Wachovia Capital Markets, LLC, A. G. Edwards & Sons, Inc., Prudential Equity Group, LLC, Salomon Smith Barney Inc., Banc of America Securities LLC, First Albany Corporation and Citicorp Securities, Inc.. Jason holds the Series 7, Series 63, Series 66, Series 86 and Series 87 securities licenses.
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
07/05/2023 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
12/09/2019 - 09/14/2022
EQUITABLE ADVISORS, LLC (NEW YORK NY)
NY
09/03/2013 - 05/23/2018
KEYBANC CAPITAL MARKETS INC. (New York NY)
NY
04/07/2009 - 07/29/2013
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
NY
10/01/2007 - 02/11/2009
WACHOVIA CAPITAL MARKETS, LLC (NEW YORK NY)
MO
03/08/2004 - 10/01/2007
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
02/04/2002 - 03/10/2004
PRUDENTIAL EQUITY GROUP, LLC (NEW YORK NY)
NY
04/24/2000 - 01/30/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
02/12/1999 - 04/03/2000
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
10/07/1998 - 03/02/1999
FIRST ALBANY CORPORATION (NEW YORK NY)
NY
10/08/1997 - 09/23/1998
CITICORP SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 02/07/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2004
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/08/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/16/1997
Series 7 - General Securities 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
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