Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Nymark is a financial advisor at Raymond James & Associates, Inc. Jason has been in the financial industry since 2005. Jason is registered in 31 states and is a registered Investment Advisor in Michigan. Jason has earned the Series 6, 7, 63, and 66 licenses. Jason specializes in providing financial planning, portfolio management, and investment advice for individuals, businesses, and charitable organizations. Jason is committed to helping clients achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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
MI
05/06/2013 - Present
Raymond James & Associates, Inc. (ANN ARBOR MI)
NY
09/05/2012 - 11/09/2012
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
FL
03/09/2005 - 07/02/2012
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
BOTH
Issued 05/02/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/08/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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