Unclaimed
Jason Wynn is a financial professional with over five years of experience in the financial services industry. Jason has a broad range of experience in the financial services industry, having worked at several prominent firms including Prudential Investment Management Services LLC, HSBC Securities (USA) Inc. and Vanguard Marketing Corporation. Jason is currently registered with AQR Investments, LLC and holds the Series 7, Series 63 and SIE licenses. Jason is registered to provide securities-related services in all 50 states.
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
CT
03/19/2024 - Present
AQR Investments, LLC (GREENWICH CT)
NJ
08/03/2021 - 03/14/2024
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
06/14/2021 - 07/16/2021
HSBC SECURITIES (USA) INC. (NEW YORK NY)
PA
09/26/2018 - 04/29/2021
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 10/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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