Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Pepe is a financial professional with over 20 years of experience in the industry. Jason has a strong track record of success in providing financial planning and investment management services to individuals, families, and businesses. Jason is a registered representative with Stifel, Nicolaus & Company, Inc. and has previously held roles at Truist Investment Services, Inc., BB&T Securities, LLC, Valley Forge Asset Management, LLC, and Waddell & Reed, Inc. Jason holds several professional designations, including the Series 7, Series 24, Series 52, Series 53, and Series 66 licenses. Jason is committed to providing clients with personalized service and tailored investment strategies to help them reach 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.
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.
1
2
PA
04/20/2023 - Present
Stifel, Nicolaus & Company, Inc. (CONSHOHOCKEN PA)
PA
08/26/2020 - 03/28/2023
TRUIST INVESTMENT SERVICES, INC. (KING OF PRUSSIA PA)
PA
03/01/2016 - 11/16/2020
BB&T SECURITIES, LLC (KING OF PRUSSIA PA)
PA
05/06/2004 - 03/30/2016
VALLEY FORGE ASSET MANAGEMENT, LLC (KING OF PRUSSIA PA)
KS
02/11/2003 - 05/07/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 03/07/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/30/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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