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Jason Michael Terlato

Apollo Global Securities, LLC

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About Jason Michael Terlato

Jason Terlato is a financial professional with over 23 years of experience in the securities industry. Jason is currently registered with Apollo Global Securities, LLC in New York, NY. Jason has held previous positions with J.P. Morgan Securities LLC, Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, Oppenheimer & Co. Inc., Investec (US) Incorporated, Investec Ernst & Company and Royce Investment Group, Inc. Jason is licensed to sell securities in New York. Jason holds Series 63, SIE and Series 7 licenses.

Firm Information

Jason Terlato is currently registered with Apollo Global Securities, LLC. Apollo Global Securities, LLC is a Limited Liability Company formed in 2010. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

136

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.

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Jason Terlato’s Registration & Firm History

NY

09/20/2023 - Present

Apollo Global Securities, LLC (New York NY)

NY

09/08/2010 - 08/05/2023

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

05/04/2005 - 08/04/2010

CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)

NY

05/04/2005 - 07/27/2006

BANC ONE SECURITIES CORPORATION (NEW YORK NY)

NY

02/11/2004 - 11/17/2004

OPPENHEIMER & CO. INC. (NEW YORK NY)

NY

06/07/2001 - 11/20/2003

INVESTEC (US) INCORPORATED (NEW YORK NY)

NY

10/29/1999 - 04/11/2001

INVESTEC ERNST & COMPANY (NEW YORK NY)

NY

01/22/1999 - 10/29/1999

ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)

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Licenses & Designations

BC

Issued 01/27/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Michael Terlato.
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