Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Michael Lilli is a financial professional with over 40 years of experience in the financial services industry. Jason has been a registered representative since 1978. Jason currently works at Grove Point Advisors, LLC. Jason specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Jason is also a Chartered Financial Consultant (ChFC). Jason has a wide range of experience in the financial services industry, including working with various firms such as Signator Investors, Inc., John Hancock Mutual Life Insurance Company, and Moore & Schley/Meeker Sharkey Group Inc. Jason is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
MA
06/16/1978 - 11/06/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
06/16/1978 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
06/12/1985 - 07/15/1985
MOORE & SCHLEY/MEEKER SHARKEY GROUP INC.
IA
Issued 10/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2010
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 06/07/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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