Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason McGee is a financial advisor with over 15 years of experience in the industry. Jason currently holds a Series 7, Series 63, and Series 65 license and the SIE designation. Jason's career started with SEI Investments Distribution Co., followed by positions at Lincoln Financial Distributors, Inc. and currently FS Investment Solutions, LLC. Jason is registered to provide investment advice in 52 states and the District of Columbia.
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.
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.
1
2
PA
02/19/2010 - Present
FS Investment Solutions, LLC (PHILADELPHIA PA)
PA
11/16/2007 - 02/09/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
02/07/2005 - 11/16/2007
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
IA
Issued 12/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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