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Jason Nello Forney

Btig, LLC

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About Jason Nello Forney

Jason Nello Forney is a financial professional with over 15 years of experience in the industry. Jason holds a Series 7, 24, 3, 4, 55, 57TO, 63, and SIE licenses. Jason is currently registered with BTIG, LLC in California, Colorado, Florida, Illinois, Massachusetts, New Jersey, New York, Texas, and Utah. Jason has a diverse background in the financial services industry, with experience in securities trading, investment banking, and financial advisory. Jason is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Jason Forney is currently registered with Btig, LLC. Btig, LLC is a Limited Liability Company formed in 2002. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm also holds an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

154

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 Forney’s Registration & Firm History

CA

12/10/2008 - Present

Btig, LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 02/13/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/12/2023

Series 24 - General Securities Principal Examination

BC

Issued 07/18/2023

Series 4 - Registered Options Principal Examination

BC

Issued 06/09/2023

Series 3 - National Commodity Futures Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/2009

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 12/09/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MEMX LLC

N

NYSE Arca, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jason Nello Forney.
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