Unclaimed
Jason Paul Hevey is an investment advisor representative with Steward Partners Investment Advisory, LLC. Jason has been in the securities industry since February 26, 2001. Jason is registered with the state of Massachusetts and Texas as an investment advisor representative. Jason has experience working with high-net-worth individuals, corporations, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
1
2
NY
08/13/2020 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
MA
08/13/2020 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOSTON MA)
MA
06/01/2009 - 08/17/2020
MORGAN STANLEY (BOSTON MA)
MA
02/27/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
IA
Issued 9/11/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/16/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 2/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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