Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Handwerger is a financial advisor with over 25 years of experience in the financial services industry. Jason has worked with J.P. Morgan Securities LLC since 2012 and has held previous roles with Chase Investment Services Corp., PNC Investments, Wachovia Securities, LLC, CIBC World Markets Corp., TFS Securities, Inc., Washington Square Securities, Inc., United Securities Alliance, Inc., and Sentra Securities Corporation. Jason is a registered representative with FINRA and holds the Series 6, 7, 63, and 66 licenses. Jason specializes in providing financial planning, investment management, and retirement planning services to individuals, corporations, and institutions. Jason is also registered with the state of Texas as an investment advisor representative.
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
NJ
05/09/2014 - Present
J.p. Morgan Securities LLC (WEST WINDSOR NJ)
NJ
06/01/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WEST WINDSOR NJ)
NJ
03/05/2009 - 05/25/2010
PNC INVESTMENTS (HAMILTON NJ)
NJ
02/19/2002 - 12/26/2008
WACHOVIA SECURITIES, LLC (SOMERSET NJ)
NY
03/16/2000 - 05/31/2001
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NJ
03/13/1998 - 04/26/2000
TFS SECURITIES, INC. (LINCROFT NJ)
CT
09/23/1996 - 12/31/1997
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CO
03/31/1995 - 09/18/1996
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
AZ
03/02/1995 - 03/31/1995
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
BOTH
Issued 04/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/01/1995
Series 6 - Investment Company Products/Variable Contracts Representative 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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