Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Paul Demers is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Jason has been in the industry since December 1993 and is licensed to provide financial advice in 25 states, including Texas, where Jason is currently registered. Jason's professional experience includes previous roles at Edward D. Jones & Co., L.P., Everen Securities, Inc. and Hart Securities, Inc.. In addition to his licenses, Jason holds the Series 65, Series 63, SIE, Series 31, and Series 7 licenses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
10/03/1995 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
MO
10/13/1994 - 10/03/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
MO
05/31/1994 - 09/30/1994
EVEREN SECURITIES, INC. (ST. LOUIS MO)
TX
06/12/1993 - 11/24/1993
HART SECURITIES, INC. (HOUSTON TX)
IA
Issued 01/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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