Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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