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Jason Michael Cross

Foreside Fund Services, LLC

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About Jason Michael Cross

Jason Michael Cross is a financial advisor who has been in the industry since 2017. Jason is currently registered with Foreside Fund Services, LLC and has been with the firm since 9/30/2022. Previously, Jason worked at MetLife Securities Inc. and Metropolitan Life Insurance Company, as well as Morgan Stanley DW Inc. and American Express Financial Advisors Inc. Jason is licensed to sell securities in all 50 states and the District of Columbia.

Firm Information

Jason Cross is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

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 Cross’s Registration & Firm History

DC

09/30/2022 - Present

Foreside Fund Services, LLC (Washington DC)

MA

09/16/2003 - 12/06/2004

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

09/16/2003 - 12/06/2004

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NY

08/14/2000 - 09/12/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

MN

07/28/1999 - 10/13/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/28/1999 - 10/13/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 03/24/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/16/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/30/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/03/2022

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Michael Cross.
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