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 Statuta is a financial advisor with LPL Financial LLC based in Charlottesville, VA. Jason has over 25 years of experience in the financial industry, specializing in providing personalized financial planning and investment management services for individuals, families, businesses, and retirement plans. His professional journey includes roles with reputable firms like Goldman Sachs & Co., Wells Fargo Clearing Services, LLC, and Raymond James & Associates, Inc. Jason is committed to helping clients achieve their financial goals and providing them with the guidance they need to make informed decisions about their financial future.
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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VA
01/05/2021 - Present
LPL Financial LLC (CHARLOTTESVILLE VA)
VA
04/25/2019 - 01/08/2021
RAYMOND JAMES & ASSOCIATES, INC. (Richmond VA)
VA
09/28/2016 - 04/26/2019
WELLS FARGO CLEARING SERVICES, LLC (RICHMOND VA)
NY
06/08/2005 - 10/24/2016
GOLDMAN, SACHS & CO. (NEW YORK NY)
MA
07/02/2003 - 06/16/2005
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MA
10/02/1996 - 06/30/2003
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
IA
Issued 10/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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