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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John Jaso is a registered investment advisor representative with Eaton Vance Management in Boston, MA. Michael has been in the industry since August 13, 2001, and currently holds a Series 65 and Series 63 license. Prior to joining Eaton Vance, Michael worked at DWS DISTRIBUTORS, INC. in Chicago, IL, Romano Brothers and Company in Evanston, IL, and Nuveen Investments in Chicago, IL. Michael's specialties include portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Michael also provides selection of other advisors. Michael's current firm, Eaton Vance Management, is an investment advisor registered with the SEC, and has been in business since 1924. Eaton Vance has a strong track record of success in the investment management industry and is known for its commitment to providing its clients with high-quality investment services.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of portfolio income
1
2
MA
04/30/2019 - Present
Eaton Vance Management (BOSTON MA)
IL
01/20/2004 - 01/08/2019
DWS DISTRIBUTORS, INC. (CHICAGO IL)
IL
07/24/2002 - 01/06/2004
ROMANO BROTHERS AND COMPANY (EVANSTON IL)
IL
03/27/2001 - 04/03/2002
NUVEEN INVESTMENTS (CHICAGO IL)
IA
Issued 04/01/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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