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Jason Matthew Marino

National Financial Services LLC

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About Jason Matthew Marino

Jason Marino is a financial advisor with over 23 years of experience in the industry. Jason currently works at National Financial Services LLC, a firm based in Smithfield, Rhode Island. Previously, Jason worked at Commonwealth Financial Network, VeraVest Investments, Inc., PFPC Distributors, Inc., and Vanguard Marketing Corporation. Jason holds Series 6, 7, 24, 26 and SIE licenses and is also a licensed securities agent in Rhode Island.

Firm Information

Jason Marino is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jason Marino’s Registration & Firm History

RI

01/20/2015 - Present

National Financial Services LLC (SMITHFIELD RI)

MA

01/26/2004 - 12/31/2014

COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)

MA

05/09/2003 - 01/06/2004

VERAVEST INVESTMENTS, INC. (WORCESTER MA)

ME

10/23/2001 - 04/08/2003

PFPC DISTRIBUTORS, INC. (PORTLAND ME)

PA

05/03/1999 - 09/21/2001

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BC

Issued 05/07/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/07/2005

Series 24 - General Securities Principal Examination

BC

Issued 08/08/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/2003

Series 7 - General Securities Representative Examination

BC

Issued 04/30/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jason Matthew Marino.
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