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Jason Paul Abt

North Point Mergers AND Acquisitions, Inc.

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About Jason Paul Abt

Jason Paul Abt is a financial advisor currently registered with North Point Mergers And Acquisitions, Inc. in San Francisco, California. Jason has over 20 years of experience in the financial services industry, previously working with firms such as Houlihan Lokey Capital, Inc., Robert W. Baird & Co. Incorporated, Cowen and Company, Credit Suisse First Boston Corporation, Donaldson, Lufkin & Jenrette Securities Corporation and Banc of America Securities LLC. Jason is a Series 7, Series 79, and Series 63 licensed professional.

Firm Information

Jason Abt is currently registered with North Point Mergers AND Acquisitions, Inc.. North Point Mergers AND Acquisitions, Inc. is a Corporation formed in December 2018. It is registered in 22 states and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

13

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 Abt’s Registration & Firm History

CA

01/25/2023 - Present

North Point Mergers AND Acquisitions, Inc. (SAN FRANCISCO CA)

CA

04/07/2023 - 01/12/2024

HOULIHAN LOKEY CAPITAL, INC. (San Francisco CA)

CA

10/24/2014 - 01/18/2023

HOULIHAN LOKEY CAPITAL, INC. (San Francisco CA)

CA

04/14/2012 - 10/10/2014

ROBERT W. BAIRD & CO. INCORPORATED (SAN FRANCISCO CA)

CA

07/22/2002 - 05/20/2009

COWEN AND COMPANY (SAN FRANCISCO CA)

NY

12/18/2000 - 06/05/2001

CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)

NJ

06/23/2000 - 12/18/2000

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

NY

01/08/1999 - 06/28/2000

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/10/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/13/2012

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 01/07/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Paul Abt.
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