Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Kluger is an investment professional with over a decade of experience in the financial services industry. Jason has held various roles at prominent firms, including J.P. Morgan Securities LLC and Evercore Group LLC, where Jason currently works as a Registered Representative. Jason holds the Series 7, Series 63, Series 79, and SIE licenses, demonstrating a commitment to professional development and comprehensive knowledge in the financial industry. Jason's broad range of experience and licensing qualifications enable Jason to provide clients with a wide array of financial services, ensuring that each client's unique needs are met.
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.
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.
1
2
NY
02/16/2016 - Present
Evercore Group LLC (NEW YORK NY)
NY
08/30/2011 - 10/02/2015
J.P. MORGAN SECURITIES LLC (new york NY)
BC
Issued 11/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/29/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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