Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Pokorny is a financial advisor with over 27 years of experience in the industry. Jason has held various positions at prominent financial institutions, including Morgan Stanley, Merrill Lynch, and Wells Fargo. Jason is currently registered with Osaic Wealth, Inc., a firm headquartered in Scottsdale, Arizona, where Jason provides financial planning and investment management services to individuals and families, corporations and other businesses, and pension and profit-sharing plans. Jason has expertise in a variety of financial services, including insurance, securities, and investment advisory.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
01/24/2025 - Present
Osaic Wealth, Inc. (MEQUON WI)
WI
05/24/2013 - 08/04/2023
WELLS FARGO CLEARING SERVICES, LLC (RACINE WI)
WI
06/01/2009 - 06/19/2013
MORGAN STANLEY (MEQUON WI)
WI
01/16/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MEQUON WI)
WI
02/20/2004 - 01/20/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MEQUON WI)
NJ
01/07/2003 - 03/28/2003
WIEN SECURITIES CORP. (JERSEY CITY NJ)
CT
03/10/1997 - 12/31/2002
SCHWAB CAPITAL MARKETS L.P. (STAMFORD CT)
NJ
06/07/1995 - 03/10/1997
NASH, WEISS & CO. (JERSEY CITY NJ)
NY
11/23/1994 - 05/18/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
08/04/1994 - 10/21/1994
SOUTH RICHMOND SECURITIES, INC.
IA
Issued 03/04/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 03/29/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/03/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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