Unclaimed
Jason Crowley is a financial professional with over 15 years of experience in the financial services industry. Jason is currently registered with Citizens JMP Securities, LLC in Massachusetts. Prior to joining Citizens JMP Securities, LLC Jason was previously employed by CITIZENS CAPITAL MARKETS, SUNTRUST ROBINSON HUMPHREY, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BANC OF AMERICA SECURITIES LLC, BANC OF AMERICA INVESTMENT SERVICES, INC. and MORGAN STANLEY DW INC. Jason holds the Series 7, Series 63, Series 79, and SIE 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.
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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2
MA
08/01/2023 - Present
Citizens JMP Securities, LLC (BOSTON MA)
MA
03/02/2020 - 08/01/2023
CITIZENS CAPITAL MARKETS (BOSTON MA)
MA
02/16/2016 - 05/10/2018
SUNTRUST ROBINSON HUMPHREY, INC. (BOSTON MA)
NY
11/01/2010 - 01/10/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/08/2009 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
RI
02/03/2006 - 09/14/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)
NY
09/29/2005 - 11/22/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 07/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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