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 Hevey is an investment advisor representative associated with Steward Partners Investment Advisory, LLC. Jason Paul Hevey has been in the industry since February 26, 2001. Jason Paul Hevey is registered with the state of Massachusetts as an investment advisor representative and with the state of Texas as an investment advisor representative. Jason Paul Hevey is also a registered representative with FINRA and is a member of the SIPC. Jason Paul Hevey has worked at several firms, including Raymond James Financial Services, Inc., Morgan Stanley, and Citigroup Global Markets Inc.
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 09/11/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 02/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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