Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Benowitz is a financial advisor with over 20 years of experience in the industry. Jason holds a Series 7, Series 63, and SIE license, as well as the designation of Chartered Financial Analyst. He is currently registered with Corient in New York and previously held positions at Unified Financial Securities, LLC, Morgan Stanley Distribution, Inc., Morgan Stanley & Co., Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jason's areas of expertise include financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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.
% of assets under advisement
1
2
NY
03/22/2023 - Present
Corient (New York NY)
IN
05/06/2010 - 10/30/2017
UNIFIED FINANCIAL SECURITIES, LLC (INDIANAPOLIS IN)
NY
06/30/2006 - 06/05/2008
MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)
NY
06/13/2005 - 07/11/2006
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
09/06/2000 - 06/30/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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