Jason Coley, financial advisor Holbrook NY

Jason Coley

CRD Number: 7111453
Current Firm: American Portfolios Advisors, Inc.

Jason Coley (CRD# 7111453) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
American Portfolios Financial Services, Inc. Billings, MT Oct 2021 - Current 1
American Portfolios Advisors, Inc. Billings, MT Oct 2021 - Current 1
Mary's Health Foods Billings, MT Nov 2007 - Jun 2022 14
Jp Morgan Securities LLC Billings, MT Mar 2021 - Oct 2021 < 1
Jp Morgan Chase Bank N.a. Billings, MT Mar 2021 - Oct 2021 < 1
Wells Fargo Clearing Services, LLC Billings, MT Apr 2019 - Mar 2021 1
Wells Fargo Bank, Na Billings, MT Mar 2005 - Mar 2021 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Jason C. Coley
Phone Number: 631-439-4600 X156
Registered State(s):
  • MT
By the Numbers
  • Total Assets Under Management
    10,214
    MILLIONS
  • Total Number of Accounts
    39,427
    ACCOUNTS
  • Average Account Value
    $259,068
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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, VT, WA, WI, WV, WY

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