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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 Helfstein is a registered representative with Oppenheimer & Co. Inc. Jason has been in the financial services industry since 1997 and has held previous roles with CIBC WORLD MARKETS CORP., Salomon Smith Barney Inc., and Schroder & Co. Inc. Jason holds several licenses including Series 7, Series 63, Series 86, and Series 87. Jason specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, and Financial Planning. Jason is currently registered with Oppenheimer & Co. Inc. and holds a registration in New York. Oppenheimer & Co. Inc. is a full-service investment firm with over 720 licensed agents, 1126 Investment Advisor Representatives, and 1756 registered representatives.
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.
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.
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2
NY
01/14/2008 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
01/31/2002 - 01/14/2008
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
02/25/2000 - 01/30/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
09/05/1997 - 03/14/2000
SCHRODER & CO. INC. (NEW YORK NY)
BC
Issued 10/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2004
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/10/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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