linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jason Michael McGhin

SEI Investments Distribution Co.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jason? Claim Your Profile

About Jason Michael McGhin

Jason McGhin is a financial professional with over 20 years of experience in the financial services industry. Jason has a wide range of experience in the industry, having worked with several firms including Brown & Company Securities Corporation, First Union Brokerage Services, Inc., and H. Beck, Inc. Jason is currently registered with SEI Investments Distribution Co. and is licensed in all 50 states.

Firm Information

Jason McGhin is currently registered with SEI Investments Distribution Co.. SEI Investments Distribution Co. is a Corporation formed in 1981 and approved in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

88

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jason McGhin’s Registration & Firm History

PA

11/04/2005 - Present

SEI Investments Distribution Co. (OAKS PA)

MD

03/30/2004 - 10/07/2005

H. BECK, INC. (ROCKVILLE MD)

PA

08/28/2002 - 06/09/2003

FISERV SECURITIES, INC. (PHILADELPHIA PA)

PA

05/14/2001 - 08/26/2002

VILLANOVA SECURITIES LLC (CONSHOHOCKEN PA)

MA

08/18/1999 - 01/02/2001

BROWN & COMPANY SECURITIES CORPORATION (BOSTON MA)

NC

10/20/1998 - 08/27/1999

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

Not sure if Jason Michael McGhin is right for you?

Licenses & Designations

BC

Issued 10/23/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/31/2010

Series 53 - Municipal Securities Principal Examination

BC

Issued 03/06/2002

Series 4 - Registered Options Principal Examination

BC

Issued 10/11/2001

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/2001

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/13/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Michael McGhin.
Not sure if Jason Michael McGhin is right for you?