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Jason Moore Giordano

Guardian Asset Advisors, LLC

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About Jason Moore Giordano

Jason Giordano is an investment advisor representative with Guardian Asset Advisors, LLC. Jason has been in the industry since 1998 and is licensed in Arizona, Florida, Illinois, and Pennsylvania. Jason also holds Series 7 and Series 63 securities licenses. In addition to working with Guardian Asset Advisors, Jason is also a minority owner/operator of G&J Auto LLC, a pre-owned car dealership.

Firm Information

Jason Giordano is currently registered with Guardian Asset Advisors, LLC. Guardian Asset Advisors, LLC is an investment advisory firm based in Mechanicsburg, Pennsylvania. With over $200 million in regulatory assets under management, the firm provides financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. They have a team of 7 licensed agents and investment advisor representatives, offering a range of services tailored to their clients' needs.
Guardian Asset Advisors, LLC

5000 RITTER RD

MECHANICSBURG, PA 17055

$200.53M

Assets Under Management

Not reported

Total Clients

7

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Giordano’s Registration & Firm History

PA

10/13/2017 - Present

Guardian Asset Advisors, LLC (MECHANICSBURG PA)

PA

10/09/2017 - 06/14/2024

SECURITIES AMERICA, INC. (MECHANICSBURG PA)

PA

01/30/2012 - 10/11/2017

NATIONAL PLANNING CORPORATION (MECHANICSBURG PA)

PA

11/04/2002 - 02/07/2012

LPL FINANCIAL LLC (MECHANICSBURG PA)

NY

08/26/1998 - 11/05/2002

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/23/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/04/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Jason Moore Giordano. Review regulatory record here.
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