Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Wang is a financial advisor with PJT Partners LP, located in San Francisco, California. Jason has been in the industry since 2021 and holds the Series 63, Series 79TO, and SIE licenses. He is registered with FINRA and holds state registrations in California and New York. Prior to joining PJT Partners LP, Jason worked at UBS Securities 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.
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.
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CA
01/04/2024 - Present
PJT Partners LP (SAN FRANCISCO CA)
CA
08/16/2021 - 12/11/2023
UBS SECURITIES LLC (SAN FRANCISCO CA)
BC
Issued 09/25/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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