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Jason Michael Bomba

National Financial Services LLC

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About Jason Michael Bomba

Jason Bomba is a financial advisor with over 20 years of experience in the industry. Jason is currently registered with National Financial Services LLC. Jason has a strong background in securities, having passed the Series 7, 99, and SIE exams. Jason is also licensed in Rhode Island, having passed the Series 63 exam. Jason's previous experience includes working at Fidelity Brokerage Services LLC in Smithfield, RI.

Firm Information

Jason Bomba 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 Bomba’s Registration & Firm History

NJ

09/24/2013 - Present

National Financial Services LLC (JERSEY CITY NJ)

RI

01/27/2003 - 11/22/2005

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

RI

09/28/1998 - 01/26/2001

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 10/15/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2013

Series 99 - Operations Professional Examination

BC

Issued 09/25/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Michael Bomba.
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