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.
CRD# 5366446
Lavish Financial Planning
CRD# 4874990
Prudential Financial Planning Services
CRD# 6381165
A.g.p / Alliance Global Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Sunquest Construction Inc. | Chehalis, WA | Sep 2019 - Current | 5 |
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 |
- WA
-
Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
-
Average Account Value$141,486
- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.