Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Troy Adams is an active investment advisor representative. Jason is currently registered with J.h. Darbie & CO., Inc. and has been in the industry since 1996. Jason has a wide range of experience having previously been associated with firms such as KEY WEST INVESTMENTS, LLC, WORLD TRADE FINANCIAL CORPORATION, CENTEX SECURITIES CORPORATION, PAINEWEBBER INCORPORATED, PRUDENTIAL SECURITIES INCORPORATED, SHAMROCK PARTNERS, LTD, MONACO SECURITIES, INC., ARMSTRONG, MCKINLEY & COMPANY, INC., and THOMAS JAMES ASSOCIATES, INC.. Jason specializes in portfolio management for individuals and provides advisory services related to selection of other advisors. Jason also provides subadvisory and solicitations services.
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.
Personalized portfolio management to meet individual financial objectives.
Subadvisory and solicitations
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.
Subadvisory and solicitations
1
2
NY
12/17/2020 - Present
J.h. Darbie & CO., Inc. (NEW YORK NY)
CA
01/20/2015 - 12/18/2018
KEY WEST INVESTMENTS, LLC (SAN GABRIEL CA)
CA
01/27/1999 - 12/12/2014
WORLD TRADE FINANCIAL CORPORATION (SAN DIEGO CA)
CA
06/03/1998 - 06/18/1998
CENTEX SECURITIES CORPORATION (LA JOLLA CA)
NJ
04/03/1997 - 09/29/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
04/10/1996 - 01/22/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
PA
10/26/1994 - 04/26/1995
SHAMROCK PARTNERS, LTD (MEDIA PA)
CO
07/31/1992 - 10/27/1994
MONACO SECURITIES, INC. (DENVER CO)
NA
01/09/1992 - 08/04/1992
ARMSTRONG, MCKINLEY & COMPANY, INC.
NY
06/05/1991 - 12/20/1991
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
IA
Issued 05/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/04/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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