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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Murray is a financial advisor with LPL Financial LLC. Jason has been in the industry since 2017. Jason has a combined Series 66 and Series 7 license along with Series 9, Series 10, Series 24 and Series 99. Jason also holds a Series SIE license. Jason is registered in the state of Missouri as an Investment Advisor Representative and Registered Representative. Jason is also registered in the state of South Carolina as a Registered Representative. Prior to joining LPL Financial LLC, Jason worked at UBS Financial Services Inc and Edward Jones. Jason specializes in providing financial planning, investment management, and consulting services. Jason also provides education seminars and selection of other advisors to clients.
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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2
CA
03/29/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
NJ
04/18/2022 - 03/31/2023
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MO
07/18/2017 - 02/14/2022
EDWARD JONES (ST LOUIS MO)
BOTH
Issued 09/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/09/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/11/2018
Series 24 - General Securities Principal Examination
BC
Issued 03/29/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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