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 Prehm is a financial advisor with over 16 years of experience in the industry. Jason is currently registered with J.p. Morgan Securities LLC and has been with the firm since September 2022. Previously, Jason worked at Morgan Stanley from April 2016 to September 2022, and before that, at Edward Jones from October 2006 to April 2016. Jason holds a Series 63, Series 66, Series 7, Series 9, Series 10, and Series 24 licenses. Jason specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
10/13/2022 - Present
J.p. Morgan Securities LLC (Columbus OH)
IL
04/18/2016 - 09/30/2022
MORGAN STANLEY (Chicago IL)
IL
10/10/2006 - 04/08/2016
EDWARD JONES (NORTHBROOK IL)
MO
06/15/2006 - 10/02/2006
SECURIAN FINANCIAL SERVICES, INC. (ST. LOUIS MO)
BOTH
Issued 08/26/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/20/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/31/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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