Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Navolio is a financial advisor registered with Key Investment Services LLC. Jason has been in the financial services industry since 2005. Jason is a Certified Financial Planner and holds a number of licenses and registrations, including Series 7, 24, 31, 52TO, 53, and 66 licenses. Jason has experience working with individuals, corporations, and pension and profit-sharing plans. Prior to joining Key Investment Services LLC, Jason worked for several other firms, including LPL FINANCIAL LLC, M&T SECURITIES, INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, CCO INVESTMENT SERVICES CORP., CHASE INVESTMENT SERVICES CORP., PNC INVESTMENTS, NATCITY INVESTMENTS, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
OH
08/08/2022 - Present
KEY Investment Services LLC (BROOKLYN OH)
NY
06/09/2021 - 08/15/2022
LPL FINANCIAL LLC (ROCHESTER NY)
NY
01/16/2019 - 06/09/2021
M&T SECURITIES, INC. (ROCHESTER NY)
NY
09/11/2014 - 09/25/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SYRACUSE NY)
PA
11/28/2011 - 09/05/2014
CCO INVESTMENT SERVICES CORP. (PLYMOUTH MEETING PA)
NJ
03/18/2010 - 11/18/2011
CHASE INVESTMENT SERVICES CORP. (FORT LEE NJ)
PA
11/13/2009 - 03/05/2010
PNC INVESTMENTS (NEW CASTLE PA)
PA
09/09/2005 - 11/13/2009
NATCITY INVESTMENTS, INC. (BUTLER PA)
NY
03/25/2005 - 09/06/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 04/26/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/05/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 09/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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