Unclaimed
Mason McEvers is a financial professional with over six years of experience in the financial services industry. Mason is a registered representative and investment advisor representative, and holds Series 7, 9, 10, 24, 63 and 66 licenses. Mason has been with J.P. Morgan Securities LLC since September 2024. Prior to joining J.P. Morgan, Mason worked at TD Ameritrade, Inc. and Scottrade, Inc. Mason is a dedicated and experienced professional who is committed to helping clients reach their financial goals.
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
MO
11/14/2024 - Present
J.p. Morgan Securities LLC (Brentwood MO)
MO
02/26/2018 - 12/31/2023
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
07/06/2017 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
BOTH
Issued 08/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/01/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/04/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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