Unclaimed
Jason R. Harper is a financial advisor with over 25 years of experience in the industry. Jason currently works at J.P. Morgan Securities LLC, where he has been since 2012. Previously, Jason worked at CHASE INVESTMENT SERVICES CORP. and PFS INVESTMENTS INC. Jason holds Series 6, 26, and 63 licenses as well as the SIE exam. Jason is registered to provide investment advice in Alaska, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Illinois, Maryland, Massachusetts, Michigan, Montana, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, and Washington.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
10/01/2012 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
07/16/2004 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
GA
03/17/1998 - 07/21/2004
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 02/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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