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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Goldstein is a financial advisor with Raymond James & Associates, Inc. located in Bethesda, Maryland. Jason has been in the financial services industry since 2006. Jason is registered with the state of Maryland and the District of Columbia. Jason has a Series 65, Series 66, and Series 7 license and has passed the Securities Industry Essentials (SIE) exam.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
01/07/2015 - Present
Raymond James & Associates, Inc. (Bethesda MD)
NY
09/18/2012 - 10/09/2014
GILFORD SECURITIES INCORPORATED (NEW YORK NY)
NY
03/19/2010 - 07/17/2012
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
10/31/2008 - 03/31/2010
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
09/22/2008 - 11/05/2008
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
05/12/2006 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 08/26/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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