Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Munoz is a financial advisor with FMI Capital Advisors, Inc. based in Denver, Colorado. He is a registered representative and investment advisor with a long history in the financial services industry, having started his career in 1997. Jason holds the Series 7, Series 63, and SIE licenses. He has experience working with a variety of clients and firms, including Green Manning & Bunch, LTD., J.P. Morgan Securities Inc., Stifel, Nicolaus & Company, Incorporated, and Hanifen, Imhoff Inc.
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.
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2
CO
11/12/2022 - Present
FMI Capital Advisors, Inc. (DENVER CO)
MO
09/11/2014 - 10/31/2022
M&A SECURITIES GROUP, INC. (KANSAS CITY MO)
CO
07/06/2006 - 03/03/2014
GREEN MANNING & BUNCH, LTD. (DENVER CO)
NY
09/18/2002 - 02/13/2006
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
MO
05/01/2000 - 08/11/2000
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
CO
02/23/1998 - 04/13/2000
HANIFEN, IMHOFF INC. (DENVER CO)
CO
07/18/1997 - 02/23/1998
HANIFEN, IMHOFF INC. (DENVER CO)
BC
Issued 09/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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