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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Greenwood is an investment advisor representative with Consolidated Portfolio Review Corp. based in Woodbury, New York. Jason has been in the securities industry since 2000 and has worked for several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Fidelity Brokerage Services LLC. Jason has a Series 7, Series 31 and Series 63 license. Jason also holds the Series 65 license, making him a qualified investment advisor. Jason specializes in working with high-net-worth individuals, pension plans, and individuals other than high-net-worth. Jason also offers financial planning, pension consulting, educational seminars, and portfolio management for individuals 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.
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NY
10/28/2020 - Present
Consolidated Portfolio Review Corp. (WOODBURY NY)
CA
09/04/2003 - 11/08/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MENLO PARK CA)
RI
07/20/2000 - 04/22/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 11/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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