Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Murray is a financial advisor with 17 years of experience in the financial services industry. Jason Murray is currently registered as a broker with IP Financial Advisory Services LLC and is also registered as an investment advisor representative in New Jersey and New York. Jason Murray has previously held positions with Transamerica Financial Advisors, Inc., World Group Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, CitiCorp Investment Services and H.D. Vest Investment Securities, Inc.
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.
Consulting services to qualified retirement plans
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Recurring fees
1
2
NC
07/18/2023 - Present
IP Financial Advisory Services LLC (CHARLOTTE NC)
NY
01/06/2012 - 07/19/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (Port Jefferson Station NY)
NY
08/18/2010 - 01/06/2012
WORLD GROUP SECURITIES, INC. (BROOKLYN NY)
NJ
04/02/2007 - 01/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWARK NJ)
NY
05/25/2000 - 10/23/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
TX
11/20/1998 - 12/31/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BOTH
Issued 06/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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