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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 Grover is a financial advisor with LPL Financial LLC in PITTSFORD, NY. Jason has been in the financial industry since 2007 and has experience with investment advisory services and securities trading. Jason is a registered representative in New York and Texas. Jason specializes in providing financial planning and investment advice to individuals, families, and businesses.
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.
Consulting and other non-discretionary advisory services
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.
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NY
07/06/2020 - Present
LPL Financial LLC (PITTSFORD NY)
NY
03/04/2011 - 12/02/2015
INVEST FINANCIAL CORPORATION (DANSVILLE NY)
NY
04/16/2010 - 03/07/2011
ROYAL ALLIANCE ASSOCIATES, INC. (FAIRPORT NY)
NY
06/01/2009 - 04/14/2010
MORGAN STANLEY SMITH BARNEY (PITTSFORD NY)
NY
10/30/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PITTSFORD NY)
BOTH
Issued 11/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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