Unclaimed
Jason Robert Hach is a financial professional with over 14 years of experience in the industry. Jason is currently registered with Piper Sandler & Co., and prior to this, Jason worked at Sandler, O'Neill & Partners, L.P., Keefe, Bruyette & Woods, Inc., and Janney Montgomery Scott LLC. Jason is a Series 7, Series 24, Series 63, and SIE licensed professional and provides analytical reports/public finance consulting program advisory services. Jason is also licensed to provide portfolio management for businesses in California, Florida, Illinois, Indiana, Kentucky, New York, Ohio, Pennsylvania, and West Virginia.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
01/03/2020 - Present
Piper Sandler & Co. (NEW YORK NY)
NY
08/13/2014 - 01/03/2020
SANDLER, O'NEILL & PARTNERS, L.P. (NEW YORK NY)
NY
06/01/2010 - 08/26/2014
KEEFE, BRUYETTE & WOODS, INC. (NEW YORK NY)
PA
10/31/2008 - 05/25/2010
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
BC
Issued 01/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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