Unclaimed
Jason Wayne Pinkham is an investment advisor representative with Sonder Partners, a registered investment advisor firm based in Kennebunkport, ME. Jason holds a Series 65 and 66 license. Jason has been in the investment industry for over 20 years, previously working at Morgan Stanley DW Inc. and Dynasty Financial Partners. Jason's experience and qualifications make him well-suited to providing investment advice to individuals.
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.
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.
Referral fees
1
2
ME
01/29/2021 - Present
Sonder Partners (Kennebunkport ME)
NY
01/07/2003 - 05/03/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 11/25/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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