Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Morris is a financial advisor with Penserra Securities, LLC. Jason has over 10 years of experience in the financial services industry. Jason is registered to conduct business in California, Florida, Illinois, New York and Ohio. Jason holds the Series 7 and Series 63 licenses, as well as the SIE exam. Jason previously worked at Moreton Capital Markets, LLC, Fifth Third Securities, Inc., Brean Capital, LLC, Oppenheimer & Co. Inc., Robert W. Baird & Co. Incorporated and Stifel, Nicolaus & Company, Incorporated.
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.
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.
1
2
IL
08/01/2024 - Present
Penserra Securities, LLC (CHICAGO IL)
UT
05/01/2024 - 08/01/2024
MORETON CAPITAL MARKETS, LLC (SALT LAKE CITY UT)
IL
12/02/2019 - 10/14/2022
FIFTH THIRD SECURITIES, INC. (CHICAGO IL)
IL
02/07/2018 - 09/06/2018
BREAN CAPITAL, LLC (CHICAGO IL)
IL
07/24/2017 - 02/09/2018
OPPENHEIMER & CO. INC. (CHICAGO IL)
IL
04/27/2015 - 07/12/2017
ROBERT W. BAIRD & CO. INCORPORATED (CHICAGO IL)
IL
08/31/2012 - 05/05/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CHICAGO IL)
BC
Issued 09/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jason Morris is the right advisor for you? Invested Better is here to help.
