Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Rotter is a financial advisor with over 18 years of experience in the industry. Jason is currently registered with J.P. Morgan Securities LLC in Wilmette, IL and is licensed to provide financial advice in 51 states and the District of Columbia. Jason has a broad range of experience in the financial services industry, having worked at several firms before joining J.P. Morgan Securities LLC. Jason is dedicated to providing clients with personalized financial advice to help them achieve their financial goals.
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
IL
01/10/2014 - Present
J.p. Morgan Securities LLC (Wilmette IL)
IL
08/21/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WINNETKA IL)
IL
07/06/2005 - 10/18/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
06/27/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
09/12/1996 - 10/30/1996
RODMAN & RENSHAW INC. (CHICAGO IL)
NY
03/21/1996 - 09/13/1996
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 01/28/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/26/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/18/1994
Series 3 - National Commodity Futures 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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