Jason AlvesCRD Number: 5888839
Current Firm: Primerica Advisors
Jason Alves (CRD# 5888839) is an Investment Advisor Representative working at Primerica Advisors in Edison, NJ and has over 11 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Hightower Advisors, LLC
|Sunquest Construction Inc.||Chehalis, WA||Sep 2019 - Current||3|
|Pfs Investments, Inc.||Holbrook, NY||Mar 2011 - Current||11|
|Primerica Financial Services||Holbrook, NY||Jun 2010 - Current||12|
|Aj's Pool Service||Whispering Pines, NC||May 2019 - Aug 2019||< 1|
|Robert Half(shore Office Systems)||Islandia, NY||Jan 2018 - Jul 2019||1|
|Odyssey Transportation||Long Island City, NY||Oct 2007 - Jul 2019||11|
|Robert Half(shore Office Systems)||Islandia, NY||Jan 2018 - May 2019||1|
|Steven Anthony Home Remodeling Inc.||Hauppague, NY||Feb 2016 - Mar 2017||1|
|Cablevision||Hauppague, NY||Jun 2015 - Nov 2015||< 1|
|Cablevision||Bethpage, NY||Nov 2012 - Jun 2015||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2011|
|S65||NASAA Investment Advisors Law Examination||Oct 2019|
Total Assets Under Management7,114MILLIONS
Total Number of Accounts49,061ACCOUNTS
Average Account Value$145,001
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, WY
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