Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Whited is a financial advisor who has been in the industry since 2012. Jason is registered with Morgan Stanley and holds Series 7, 6, 63 and 65 licenses. Jason is a registered representative with both FINRA and the state of Texas and has over 30 years of experience in financial services. Jason has previously been employed with J.P. Morgan Securities LLC and Chase Investment Services Corp. Jason's focus is on providing a wide range of financial products and services to a variety of clients, including high-net-worth individuals, corporations, and other institutions. Jason's commitment to providing exceptional service has earned him a reputation as a trusted advisor in the industry.
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
CA
03/10/2020 - Present
Morgan Stanley (OXNARD CA)
CA
10/01/2012 - 10/12/2018
J.P. MORGAN SECURITIES LLC (CAMARILLO CA)
CA
07/10/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (VENTURA CA)
IA
Issued 06/03/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jason Whited is the right advisor for you? Invested Better is here to help.
