Unclaimed
Jason Gilbert is a financial advisor with Voya Financial Partners, LLC. Jason has been in the financial industry since May 2006. Jason is licensed in 15 states, including California, Connecticut, Delaware, District of Columbia, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, Vermont, and 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.
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
CT
12/07/2021 - Present
Voya Financial Partners, LLC (WINDSOR CT)
MA
04/15/2019 - 11/29/2021
ASCENSUS BROKER DEALER SERVICES, LLC (NEWTON MA)
CA
06/13/2007 - 04/11/2019
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (IRVINE CA)
MO
08/05/2003 - 09/16/2004
EDWARD JONES (ST. LOUIS MO)
BC
Issued 06/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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