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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 Thomas Grant is an investment advisor representative with PNC Investments. Jason is a registered investment advisor representative in Michigan and has been in the industry since 2009. Jason has passed the Series 6, 7, and 63 exams as well as the SIE and the Uniform Investment Adviser Law Examination. Previously, Jason worked with MML Investors Services, LLC and NYLIFE Securities LLC.
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.
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.
A percentage of the total value of assets under management is charged.
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MI
06/19/2018 - Present
PNC Investments (KALAMAZOO MI)
MI
11/15/2017 - 06/01/2018
MML INVESTORS SERVICES, LLC (Kalamazoo MI)
MI
09/18/2009 - 10/12/2017
NYLIFE SECURITIES LLC (KALAMAZOO MI)
IA
Issued 03/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/16/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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