Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Santoriello is a financial advisor with over 20 years of experience in the industry. Jason currently works at J.p. Morgan Securities LLC, where he is registered as a broker-dealer and investment advisor. Before joining J.p. Morgan Securities LLC, Jason worked at J.P. MORGAN SECURITIES INC. and MORGAN STANLEY & CO., INCORPORATED. Jason holds a variety of licenses, including Series 7, Series 9, Series 10, Series 55, Series 57TO and Series 63.
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
10/01/2008 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
03/17/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
07/15/2002 - 03/21/2006
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 11/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/14/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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