Jason Gorczyca, financial advisor Boca Raton FL
93 score

Jason Gorczyca

CRD Number: 5368500
Current Firm: Edelman Financial Services, LLC

Jason Gorczyca (CRD# 5368500) is an Investment Advisor Representative working at Edelman Financial Services, LLC in Boca Raton, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Ef Legacy Securities, LLC Boca Raton, FL Apr 2016 - Current < 1
Edelman Financial Services, LLC Fairfax, VA Sep 2014 - Current 2
Sanders Morris Harris Inc. Fairfax, VA Sep 2014 - Apr 2016 1
Thomas Canale Chicago, IL Jan 2013 - Sep 2014 1
Northwestern Mutual Investment Services, LLC Chicago, IL Mar 2011 - Sep 2014 3
Northwestern Mutual Investment Services, LLC Chicago, IL May 2012 - Jan 2013 < 1
M. Kathleen Mcdonald Chicago, IL Mar 2011 - Jan 2013 1
Thomas Canale Chicago, IL Mar 2011 - Dec 2011 < 1
Thomas Canale Chicago, IL Dec 2009 - Mar 2011 1
Thomas Canale Chicago, IL Jan 2008 - Dec 2009 1
Northwestern Mutual Investment Services, LLC Chicago, IL Jun 2007 - Dec 2009 2
Northwestern Mutual Life Insurance Company Milwaukee, WI Jun 2007 - Dec 2007 < 1
Harris School/university Of Chicago Chicago, IL Jun 2004 - Jun 2007 3
University Of Chicago Chicago, IL Jun 2004 - Jun 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2012
S63 Uniform Securities State Law Examination Oct 2007
Contact Info for Jason T. Gorczyca
Phone Number: 703-818-0800
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    14,880
    MILLIONS
  • Total Number of Accounts
    69,807
    ACCOUNTS
  • Average Account Value
    $213,159
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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