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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Stern is a financial advisor with Westpark Capital, Inc. in Los Angeles, California. Jason has been in the industry since 1994 and is currently registered with the Financial Industry Regulatory Authority (FINRA) as a Series 7 and Series 63 registered representative. Jason also holds a Series 24 principal license. Jason specializes in financial planning, portfolio management for individuals and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/19/2005 - Present
Westpark Capital, Inc. (LOS ANGELES CA)
CA
11/04/2003 - 10/08/2004
BMA SECURITIES (EL SEGUNDO CA)
CA
04/17/2000 - 04/29/2002
WESTPARK CAPITAL, INC. (LOS ANGELES CA)
CO
11/23/1998 - 03/15/2000
EBI SECURITIES CORPORATION (ENGLEWOOD CO)
FL
03/06/1998 - 09/25/1998
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
CA
04/01/1997 - 01/09/1998
WALDRON & CO., INC. (IRVINE CA)
NY
02/20/1996 - 03/21/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
09/23/1994 - 02/12/1996
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
NY
09/12/1994 - 09/27/1994
COLIN WINTHROP & CO., INC. (JERICHO NY)
NY
03/15/1993 - 08/01/1994
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
09/09/1992 - 02/19/1993
STRATTON OAKMONT INC. (LAKE SUCCESS NY)
NJ
07/23/1992 - 09/11/1992
A.S. GOLDMEN & CO., INC. (RED BANK NJ)
NY
04/28/1992 - 06/18/1992
HANOVER, STERLING & COMPANY LTD. (NEW YORK NY)
NY
07/10/1991 - 05/21/1992
STRATTON OAKMONT INC. (LAKE SUCCESS NY)
BC
Issued 07/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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