Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Gefaell is a financial advisor who has been in the industry since 2001. He is currently registered with Raymond James & Associates, Inc. in Florida and New York. Jason has held previous positions at SIDOTI & COMPANY, LLC, ANDOVER BROKERAGE, L.L.C., and NDB CAPITAL MARKETS, LP. Jason holds several licenses, including Series 7, Series 55, Series 57TO, Series 99TO, and SIE.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
06/14/2021 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NY
01/14/2002 - 02/10/2005
SIDOTI & COMPANY, LLC (NEW YORK NY)
NY
11/09/2001 - 01/02/2002
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
NY
07/23/2001 - 08/01/2001
NDB CAPITAL MARKETS, LP (NEW YORK NY)
BC
Issued 01/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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