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Jason Robert Zuckerbrod

Centerview Partners LLC

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About Jason Robert Zuckerbrod

Jason Robert Zuckerbrod is a financial professional with over 13 years of experience in the industry. He is currently registered with Centerview Partners LLC as an investment banking representative, holding both Series 7 and Series 79TO licenses. Prior to joining Centerview Partners LLC, Jason was registered with Berenson & Company, LLC. Jason has a strong understanding of the financial markets and a commitment to providing clients with personalized investment advice.

Firm Information

Jason Zuckerbrod is currently registered with Centerview Partners LLC. Centerview Partners LLC is a Limited Liability Company formed on February 25, 2004. The firm is registered in California and New York and has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

47

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jason Zuckerbrod’s Registration & Firm History

NY

02/15/2011 - Present

Centerview Partners LLC (NEW YORK NY)

NY

08/13/2009 - 01/03/2011

BERENSON & COMPANY, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/14/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/23/2021

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 08/11/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Robert Zuckerbrod.
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