Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Skolnik is a financial advisor with Morgan Stanley. Jason is a licensed broker-dealer in New Jersey and Texas. Jason has been in the financial services industry since 1999. Jason has experience working at a number of firms including Ameriprise Financial, Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Fidelity Brokerage Services LLC, AXA Advisors, LLC and MONY Securities Corporation. Jason has a strong track record of providing investment advice to a variety of clients, including high-net-worth individuals, corporations, and pension plans. Jason is committed to providing personalized financial planning and investment management services to help his clients 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
08/07/2024 - Present
Wealthpenn.comllc (Shrewsbury NJ)
NJ
05/07/2024 - 08/15/2024
LPL FINANCIAL LLC (LITTLE SILVER NJ)
MN
05/13/2024 - 07/24/2024
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
NJ
03/20/2023 - 10/25/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Red Bank NJ)
NJ
09/23/2016 - 03/07/2023
WELLS FARGO CLEARING SERVICES, LLC (RED BANK NJ)
NJ
09/26/2011 - 09/27/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RED BANK NJ)
NJ
08/02/2005 - 04/01/2011
FIDELITY BROKERAGE SERVICES LLC (SHREWSBURY NJ)
NY
06/01/2005 - 08/02/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/13/2004 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
11/18/2002 - 05/05/2004
D.C. CAPITAL, LLC (SYOSSET NY)
CA
05/25/1999 - 07/25/2002
DREYFUS BROKERAGE SERVICES, INC. (LOS ANGELES CA)
NY
08/06/1997 - 03/09/1999
PRIME CHARTER LTD. (NEW YORK NY)
BOTH
Issued 12/31/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/4/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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