Jason Cowie (CRD# 4899288) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chicago, IL and has over 19 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | Chicago, IL | Apr 2018 - Current | 6 |
| Jpmorgan Chase Bank, N.a. | Chicago, IL | Apr 2018 - Current | 6 |
| Cetera Financial Specialists LLC | Berwyn, IL | Aug 2017 - Mar 2018 | < 1 |
| Cetera Investment Advisers LLC | Berwyn, IL | Aug 2017 - Mar 2018 | < 1 |
| Bloom Associates Inc. | Berwyn, IL | Aug 2017 - Mar 2018 | < 1 |
| Unemployed | Chicago, IL | Jun 2017 - Jul 2017 | < 1 |
| Highland Capital Funds Distributor, Inc. | Chicago, IL | Jun 2016 - May 2017 | < 1 |
| Highland Capital | Chicago, IL | Dec 2015 - May 2017 | 1 |
| Nexbank Securities Inc. | Chicago, IL | Dec 2015 - Jun 2016 | < 1 |
| 3d Asset Management | Chicago, IL | Mar 2014 - Nov 2015 | 1 |
| 3d Asset Management, Inc. | Chicago, IL | Mar 2014 - Nov 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2005 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2014 |
- IL
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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