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
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4632189
Sarsi, LLC
| 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 | 13 |
| 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
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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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
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