linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jason Travis Carpenter

Blaylock VAN, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jason? Claim Your Profile

About Jason Travis Carpenter

Jason Carpenter is an active investment advisor with Blaylock Van, LLC and is a veteran of the industry, entering in 1994. Jason's previous experience includes roles at Seaport Global Securities LLC, Sierra Pacific Securities, LLC, Tribal Capital Markets, LLC, Oppenheimer & Co. Inc., Rafferty Capital Markets, LLC, Northeast Securities, Inc., Mitsubishi UFJ Securities (USA), Inc., Hapoalim Securities USA, Inc., Northeast Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, First of America Securities, Inc., First of America Brokerage Service, Inc., and Olde Discount Corporation. Jason holds the Series 7, 63, 24, and 53 licenses.

Firm Information

Jason Carpenter is currently registered with Blaylock VAN, LLC. Blaylock VAN, LLC is a Limited Liability Company formed on March 26, 2007. It is registered with the SEC and in 32 states.

Not reported

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jason Carpenter’s Registration & Firm History

NY

12/21/2023 - Present

Blaylock VAN, LLC (NEW YORK NY)

NY

02/07/2022 - 12/31/2023

SEAPORT GLOBAL SECURITIES LLC (NEW YORK NY)

NY

07/02/2020 - 01/19/2022

SIERRA PACIFIC SECURITIES, LLC (New York NY)

FL

11/02/2018 - 03/12/2020

TRIBAL CAPITAL MARKETS, LLC (BRANDENTON FL)

NY

07/07/2015 - 10/04/2018

OPPENHEIMER & CO. INC. (NEW YORK NY)

NY

01/05/2015 - 07/01/2015

RAFFERTY CAPITAL MARKETS, LLC (NEW YORK NY)

NY

01/02/2014 - 01/08/2015

NORTHEAST SECURITIES, INC. (NEW YORK NY)

NY

05/02/2011 - 09/23/2013

MITSUBISHI UFJ SECURITIES (USA), INC. (NEW YORK NY)

NY

10/26/2010 - 05/20/2011

HAPOALIM SECURITIES USA, INC. (NEW YORK NY)

NY

03/16/2009 - 10/26/2010

NORTHEAST SECURITIES, INC. (NEW YORK NY)

NY

06/10/1998 - 03/30/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

MI

10/07/1994 - 02/23/1998

FIRST OF AMERICA SECURITIES, INC. (KALAMAZOO MI)

OH

02/23/1994 - 10/11/1994

FIRST OF AMERICA BROKERAGE SERVICE, INC. (CLEVELAND OH)

MI

11/17/1993 - 02/11/1994

OLDE DISCOUNT CORPORATION (DETROIT MI)

Not sure if Jason Travis Carpenter is right for you?

Licenses & Designations

BC

Issued 12/07/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/09/1996

Series 24 - General Securities Principal Examination

BC

Issued 08/28/1995

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Travis Carpenter.
Not sure if Jason Travis Carpenter is right for you?