Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Cowie is a financial advisor registered with J.p. Morgan Securities LLC in Illinois and Texas. Jason has been in the industry since 2005 and holds Series 66, Series 7 and SIE licenses. Jason also holds an active IA license in Illinois. Jason's previous employment includes CETERA FINANCIAL SPECIALISTS LLC, HIGHLAND CAPITAL FUNDS DISTRIBUTOR, INC., NEXBANK SECURITIES INC, FIRST LIBERTIES FINANCIAL and GUGGENHEIM FUNDS DISTRIBUTORS, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
05/10/2022 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
IL
08/17/2017 - 03/29/2018
CETERA FINANCIAL SPECIALISTS LLC (BERWYN IL)
TX
06/02/2016 - 05/25/2017
HIGHLAND CAPITAL FUNDS DISTRIBUTOR, INC. (DALLAS TX)
TX
12/21/2015 - 06/08/2016
NEXBANK SECURITIES INC (DALLAS TX)
TX
03/14/2013 - 04/01/2014
FIRST LIBERTIES FINANCIAL (DALLAS TX)
IL
02/17/2005 - 02/06/2013
GUGGENHEIM FUNDS DISTRIBUTORS, LLC (LISLE IL)
IA
Issued 06/07/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/05/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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