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Jason Ryan Kirby

Stonehaven, LLC

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About Jason Ryan Kirby

Jason Kirby is a financial advisor with Stonehaven, LLC. Jason has been in the financial industry since February 28, 2022. Jason is registered in California, New Jersey, New York, and Texas. Jason holds the Series 63, Series 82TO, and SIE licenses. Jason was previously employed at INTE SECURITIES LLC.

Firm Information

Jason Kirby is currently registered with Stonehaven, LLC. Stonehaven, LLC is a Limited Liability Company formed in October 2001 and is registered in all 50 states and the District of Columbia. They have one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

46

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 Kirby’s Registration & Firm History

NY

08/18/2023 - Present

Stonehaven, LLC (NEW YORK NY)

FL

03/01/2022 - 08/30/2023

INTE SECURITIES LLC (BOCA RATON FL)

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Licenses & Designations

BC

Issued 04/22/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/01/2022

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 12/23/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jason Ryan Kirby. Review regulatory record here.
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