Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason W. Hinchcliff is a financial professional with over 6 years of experience in the financial services industry. Jason has held positions at several firms, including Vanguard Marketing Corporation, Raymond James Financial Services, Inc., and NYLIFE Securities LLC. Jason is currently registered with J.P. Morgan Securities LLC. Jason holds a Series 6, Series 63 and Series 65 license and has passed the SIE exam. Jason specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.
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
PA
02/14/2024 - Present
J.p. Morgan Securities LLC (Philadelphia PA)
PA
08/14/2023 - 10/11/2023
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
04/20/2022 - 05/03/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (GLENSIDE PA)
PA
08/11/2020 - 04/19/2022
NYLIFE SECURITIES LLC (BALA CYNWYD PA)
DE
06/28/2017 - 02/03/2020
KESTRA INVESTMENT SERVICES, LLC (WILMINGTON DE)
DE
05/09/2016 - 06/28/2017
CADARET, GRANT & CO., INC. (WILMINGTON DE)
PA
11/13/2015 - 05/25/2016
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 03/31/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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