Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Wimberly is a financial advisor with J.P. Morgan Securities LLC, registered with FINRA and the Securities and Exchange Commission. Jason has over 20 years of experience in the securities industry, having previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and BANCWEST INVESTMENT SERVICES, INC. Jason provides financial planning, portfolio management, and other investment advisory services for individuals, businesses, corporations, pension and profit-sharing plans, insurance companies, charitable organizations, and labor unions.
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
CO
11/21/2022 - Present
J.p. Morgan Securities LLC (Parker CO)
CO
03/17/2021 - 11/25/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENWOOD VILLAGE CO)
CO
10/01/2018 - 12/31/2020
BANCWEST INVESTMENT SERVICES, INC. (CENTENNIAL CO)
CO
12/11/2014 - 09/18/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENVER CO)
CO
09/21/2012 - 12/03/2014
UBS FINANCIAL SERVICES INC. (DENVER CO)
CO
09/10/2012 - 09/27/2012
J.P. MORGAN SECURITIES LLC (DENVER CO)
CO
08/12/2006 - 09/17/2012
UBS FINANCIAL SERVICES INC. (LITTLETON CO)
CO
07/21/2005 - 08/12/2006
PIPER JAFFRAY & CO. (LITTLETON CO)
MO
09/23/1999 - 07/22/2005
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
OH
04/01/1998 - 06/19/1998
KEY INVESTMENTS INC. (CLEVELAND OH)
MO
12/01/1997 - 04/08/1998
SCOTTSDALE SECURITIES, INC. (ST. LOUIS MO)
TX
01/17/1997 - 07/21/1997
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CO
07/23/1996 - 10/23/1996
COHIG & ASSOCIATES, INC. (ENGLEWOOD CO)
CO
06/14/1996 - 06/26/1996
R A F FINANCIAL CORPORATION (DENVER CO)
IA
Issued 12/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2013
Series 4 - Registered Options Principal Examination
BC
Issued 04/18/2003
Series 24 - General Securities Principal Examination
BC
Issued 08/31/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/31/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2015
Series 31 - Futures Managed Funds Examination
BC
Issued 06/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jason Wimberly is the right advisor for you? Invested Better is here to help.
