Unclaimed
Jason William Day is a registered representative with Purshe Kaplan Sterling Investments in Albany, NY. Jason has been in the securities industry since May 5, 2003 and has held previous roles at Northwestern Mutual Investment Services, LLC, BrownCo, LLC, and J.P. Morgan Institutional Investments Inc. Jason holds the Series 7, Series 55, Series 63, and SIE licenses.
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
07/11/2012 - Present
Purshe Kaplan Sterling Investments (ALBANY NY)
NY
08/07/2007 - 03/05/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ALBANY NY)
MA
05/31/2006 - 12/11/2006
BROWNCO, LLC (BOSTON MA)
MA
12/01/2005 - 02/28/2006
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (BOSTON MA)
MA
02/04/2002 - 12/01/2005
J. P. MORGAN INVEST, LLC (BOSTON MA)
BC
Issued 05/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jason Day is the right advisor for you? Invested Better is here to help.