Unclaimed
Jason Owen is a financial professional with over 15 years of experience in the financial services industry. Jason is currently registered with Institutional Cash Distributors, LLC in Reno, Nevada. Prior to joining Institutional Cash Distributors, LLC, Jason was a registered representative with Merriman Curhan Ford & Co. and ThomasLloyd Capital LLC. Jason holds the Series 7 and Series 63 licenses, as well as the Securities Industry Essentials (SIE) exam. Jason is dedicated to providing his clients with personalized financial advice and guidance 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.
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
NV
05/26/2010 - Present
Institutional Cash Distributors, LLC (Reno NV)
NY
08/18/2009 - 04/30/2010
MERRIMAN CURHAN FORD & CO. (NEW YORK NY)
NY
01/08/2008 - 08/13/2009
THOMASLLOYD CAPITAL LLC (PLEASANTVILLE NY)
NY
10/28/2005 - 08/09/2006
MERRIMAN CURHAN FORD & CO. (NEW YORK NY)
BC
Issued 10/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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