Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Zubiel is a financial advisor with over 20 years of experience in the industry. Jason Zubiel is currently registered with Columbia Management Investment Distributors, Inc. Jason Zubiel has previously worked at Ameriprise Financial Services, Inc., Columbia Management Distributors, Inc., Quick & Reilly, Inc., and Signator Investors, Inc. Jason Zubiel is licensed to provide investment advice in Massachusetts.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
05/01/2010 - Present
Columbia Management Investment Distributors, Inc. (BOSTON MA)
MN
05/05/2010 - 01/11/2011
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MA
08/10/2004 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
NY
02/26/2004 - 08/13/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
07/16/2002 - 12/11/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 02/16/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/15/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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