Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Janney Montgomery Scott LLC

location

PHILADELPHIA, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Jason Michael Stewart is a financial advisor registered with Janney Montgomery Scott LLC, a firm with over 1700 registered representatives and $85 billion in regulatory assets under management. Jason Michael Stewart is based in Philadelphia, Pennsylvania and has been in the financial industry since 2010. Jason Michael Stewart is also a licensed broker in California, Maryland and South Carolina.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Lincoln Investment

location

Fort Washington, PA

experience

22 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Jason Bourgo is an investment professional with over 20 years of experience in the financial services industry. Jason is a Registered Representative of Lincoln Investment and holds Series 7, 9, 10, 24 and 66 securities licenses. Jason is also a Registered Investment Advisor with Lincoln Investment and provides financial planning, portfolio management, and investment advisory services to clients. He is committed to helping clients achieve their financial goals by providing personalized advice and tailored investment strategies. Jason is a co-owner of Nek LLC, a rental real estate business.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

West Conshohocken, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Jason P. Henry is a registered representative with Morgan Stanley. Jason has over 13 years of experience in the financial services industry. Jason has passed the Series 7TO, SIE, and Series 99 examinations, as well as the Uniform Combined State Law Examination. Jason holds registrations in 36 states. Jason specializes in investment clubs, insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Jason has a prior registration with MORGAN STANLEY & CO. LLC. Jason is a dedicated professional with a strong commitment to providing clients with personalized financial advice.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Fiduciaryvest, LLC | CFA ® (Certifications)

location

RADNOR, PA

0 Disclosures

ADVISOR BIO

Jason Small is a financial advisor with Fiduciaryvest, LLC. Jason has been in the industry since June 2011. Jason is registered with the state of Pennsylvania as an Investment Advisor Representative. Jason is also a Chartered Financial Analyst. Jason specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
(A) DISCRETIONARY ASSET ALLOC; (B) CONSULTING RE: STRATEGY, POLICY, GOVERNANCE, ASSET ALLOC PROJECTIONS, RESEARCH
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fidelity Personal AND Workplace Advisors

location

MONROEVILLE, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Jason Reber is a financial advisor with Fidelity Personal and Workplace Advisors. Jason has been in the financial industry for over a year and has a Series 7TO, Series 66, and SIE. He is registered in 24 states and works with individual investors, high-net-worth individuals, corporations and businesses, pension plans, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

UBS Financial Services Inc.

location

PHILADELPHIA, PA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Jason A Checksfield is a registered representative of UBS Financial Services Inc., with an office located in PHILADELPHIA, PA. Jason has been in the industry since January 20, 2004, and holds the Series 7, Series 66, and SIE licenses. Jason's primary specializations are investments, financial planning, insurance, mutual funds, retirement planning, annuities, and fixed income.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed

Guardian Asset Advisors, LLC

location

MECHANICSBURG, PA

experience

26 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Jason Giordano is an investment advisor representative with Guardian Asset Advisors, LLC. Jason has been in the industry since 1998 and is licensed in Arizona, Florida, Illinois, and Pennsylvania. Jason also holds Series 7 and Series 63 securities licenses. In addition to working with Guardian Asset Advisors, Jason is also a minority owner/operator of G&J Auto LLC, a pre-owned car dealership.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Schuylkill Financial, LLC

location

DOWNINGTOWN, PA

0 Disclosures

ADVISOR BIO

Jason Lazurick is an investment advisor representative with Schuylkill Financial, LLC. Jason is registered in Pennsylvania and has been in the industry since 2005. Jason previously worked at Raymond James & Associates, Inc. and Barclays Capital Inc. Jason has a Series 7, Series 63, and Series 65 license.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

YORK, PA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Jason Weber is a financial advisor with Raymond James Financial Services Advisors, Inc. based in York, Pennsylvania. Jason has over 25 years of experience in the financial industry, starting their career in 1997. Jason has been with Raymond James since 2018. Before that, Jason worked at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and ING FINANCIAL PARTNERS, INC. Jason offers a variety of financial services including financial planning, portfolio management, pension consulting, and educational seminars. Jason is registered in 26 states as an investment advisor and broker-dealer.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

J.p. Morgan Securities LLC

location

Philadelphia, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Jason W. Hinchcliff is a financial professional with over 6 years of experience in the financial services industry. Jason has held positions at several firms, including Vanguard Marketing Corporation, Raymond James Financial Services, Inc., and NYLIFE Securities LLC. Jason is currently registered with J.P. Morgan Securities LLC. Jason holds a Series 6, Series 63 and Series 65 license and has passed the SIE exam. Jason specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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