Jason HarrisCRD Number: 3105227
Current Firm: Ameriprise Financial Services, Inc.
Jason Harris (CRD# 3105227) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Farmingdale, NY and has over 2 years of experience in the finance industry.
Altium Wealth Management LLC
Scholtz & Co
Axa Advisors, LLC
|Ameriprise Financial Services Inc.||Farmingdale, NY||Feb 2016 - Current||1|
|Investors Capital Corporation||Lynnfield, MA||Jan 2015 - Feb 2016||1|
|Investors Capital Corporation||Lynnfield, MA||Aug 2014 - Jan 2015||< 1|
|Investors Capital Corporation||Lynnfield, MA||Jan 2014 - Aug 2014||< 1|
|Barclays Capital, Inc./staffmark||New York, NY||Jul 2012 - Aug 2014||2|
|Credit Suisse Securities||New York, NY||Sep 2008 - May 2012||3|
|Lehman Brothers, Inc.||New York, NY||Nov 2006 - Jun 2008||1|
|Sg Americas Securities, LLC||New York, NY||Dec 2004 - Nov 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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