Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Dukas is a financial advisor with over 17 years of experience in the industry. Jason is currently registered with Stifel, Nicolaus & Company, Inc. in Florida and Texas. Jason holds a Series 66, Series 31, and Series 7 licenses. In addition to financial planning, Jason also provides portfolio management services to individuals, businesses, and pooled investment vehicles.
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.
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.
1
2
FL
01/10/2020 - Present
Stifel, Nicolaus & Company, Inc. (CLEARWATER FL)
FL
08/19/2011 - 07/19/2017
WELLS FARGO CLEARING SERVICES, LLC (CLEARWATER FL)
FL
06/01/2009 - 09/06/2011
MORGAN STANLEY SMITH BARNEY (PALM HARBOR FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PALM HARBOR FL)
FL
07/18/2000 - 04/02/2007
MORGAN STANLEY DW INC. (PALM HARBOR FL)
BOTH
Issued 02/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 07/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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