Jason Alves, financial advisor Edison NJ

Jason Alves

CRD 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 13 years of experience in the finance industry.

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Company Name Location Dates Years
Sunquest Construction Inc. Chehalis, WA Sep 2019 - Current 4
Pfs Investments, Inc. Holbrook, NY Mar 2011 - Current 13
Primerica Financial Services Holbrook, NY Jun 2010 - Current 14
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
Contact Info for Jason A. Alves
Phone Number: 833-786-0550
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    8,462
    MILLIONS
  • Total Number of Accounts
    59,808
    ACCOUNTS
  • Average Account Value
    $141,486
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, WY

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