Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Morgenstern is a financial advisor registered with Janney Montgomery Scott LLC. Jason has been in the industry since 2011 and is licensed to provide financial and investment advice in several states, including Arizona, Connecticut, Florida, Massachusetts, New York, Utah and Virginia. Jason specializes in providing financial planning services, portfolio management, and pension consulting to individuals, businesses, and high net worth individuals. Jason's previous experience includes roles with FIG Partners, LLC, Maxim Group LLC, Ladenburg Thalmann & Co. Inc., Revere Securities Corp., and Citigroup Global Markets Inc.
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.
Fee plus commission
1
2
FL
06/21/2018 - Present
Janney Montgomery Scott LLC (PALM BEACH GARDENS FL)
GA
05/01/2019 - 11/25/2019
FIG PARTNERS, LLC (ATLANTA GA)
NY
09/21/2016 - 07/16/2018
MAXIM GROUP LLC (NEW YORK NY)
NY
09/20/2013 - 09/15/2016
LADENBURG THALMANN & CO. INC. (NEW YORK NY)
NY
07/10/2012 - 09/19/2013
REVERE SECURITIES CORP. (NEW YORK NY)
NY
03/25/2011 - 05/10/2012
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 07/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2011
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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