ADVISOR BIO

Jason McPharlin is an Investment Advisor Representative associated with SVB Wealth, located in PALM BEACH GARDENS, FL. Jason has been in the industry since October 2013. Jason has passed the Series 65 Uniform Investment Adviser Law Examination. Jason provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals, and publication of periodicals.

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ADVISOR BIO

Jason Louis Hunt is a financial advisor with over 10 years of experience in the industry. Jason Louis Hunt is currently registered with LPL Financial LLC and has previously worked with INVEST Financial Corporation, RAYMOND JAMES FINANCIAL SERVICES, INC., and FRANKLIN/TEMPLETON DISTRIBUTORS, INC.. Jason Louis Hunt is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Wisconsin, and Wyoming. Jason Louis Hunt specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Jason Louis Hunt is also a Certified Financial Planner.

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ADVISOR BIO

Jason Pollack is a financial advisor with J.p. Morgan Securities LLC. Jason holds the Series 6TO and SIE licenses. Jason is registered in Florida. Jason specializes in investment company products/variable contracts, securities, mutual funds, variable annuities, and fixed insurance products.

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ADVISOR BIO

Jason Bishop is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., located in JACKSONVILLE, FL. Jason has been in the securities industry for over 15 years and holds several licenses, including Series 7, 9, 10, 24, 31, and 66. Jason has a broad range of experience in providing financial services to individuals, businesses, and institutions. Jason has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2004.

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ADVISOR BIO

Jason Robinson is a financial professional with over 10 years of experience in the industry. Jason is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and holds multiple licenses and certifications including Series 4, Series 7, Series 9, Series 10, Series 24, and Series 66. Jason is also registered in 53 states and the District of Columbia. Jason has experience in various areas of financial advising including, portfolio management for businesses and individuals, as well as pension consulting.

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ADVISOR BIO

Jason Chabek is a financial advisor with Oppenheimer & Co. Inc. Jason has been working in the financial industry since December 6, 2004. Previously, Jason worked at Fifth Third Securities, Inc., Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Countrywide Investment Services, Inc., NatCity Investments, Inc., McDonald Investments Inc. and Dean Witter Reynolds Inc.. Jason is registered in California, District of Columbia, Florida, Georgia, Maine, New Jersey, New York, Ohio, Pennsylvania, South Carolina and Vermont. Jason holds Series 7, Series 31, and Series 66 licenses. Jason is a financial advisor with over 20 years of experience. Jason provides investment advice to individuals, businesses, and institutions.

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ADVISOR BIO

Jason Spatafora is a financial advisor with Edward Jones, a firm with over 20,000 financial advisors nationwide. Jason has been in the financial industry for over 6 years and has experience with Ameriprise Financial Services, Pruco Securities LLC, and CUNA Brokerage Services, Inc. Jason holds Series 7 and Series 66 licenses, as well as a Securities Industry Essentials (SIE) license. Jason is registered with the Securities and Exchange Commission (SEC) and FINRA. Jason provides financial planning, portfolio management, and pension consulting services to individuals, businesses, corporations, charitable organizations, and pension plans.

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ADVISOR BIO

Jason Charles Jackson is a financial advisor with Raymond James & Associates, Inc. and Raymond James Investment Management. Jason has been working in the financial services industry since 2004. Jason is licensed to provide investment advice in Florida. Jason is a Series 6, 7, 24, 63, and 65 licensed professional. Jason has worked with T. Rowe Price Investment Services, Inc., Carillon Fund Distributors, Inc. and Raymond James & Associates, Inc.. Jason works with clients including high-net-worth individuals, corporations and other businesses, individuals, pension and profit sharing plans, banking or thrift institutions, and charitable organizations. Jason provides advisory services including portfolio management for businesses, individuals, financial planning, selection of other advisors, and educational seminars.

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ADVISOR BIO

Jason Spencer Semel is an investment advisor representative at Morgan Stanley. Jason has been in the industry since 2015. Jason holds a Series 66 license, a Series 7 license, and a SIE license. Jason has a state registration in 49 states and 4 IA state registrations.

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ADVISOR BIO

Jason Tabares is a financial advisor with UBS Financial Services Inc. Jason has been working in the financial industry since 2012 and holds the Series 3, 7, and 66 licenses. Jason has experience with Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jason has a specialization in providing financial planning and investment advice to high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Jason is registered to provide financial services in 54 states and jurisdictions.

SPECIALIZATIONS