Jason Espinal (CRD# 7583583) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Huntington Station, NY and has 1 year of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hicksville, NY | May 2022 - Current | 2 |
| Bank Of America N.a. | Hicksville, NY | May 2022 - Current | 2 |
| Bank Of America | Copiague, NY | Oct 2020 - May 2022 | 1 |
| Doordash | Bay Shore, NY | Jun 2018 - Sep 2020 | 2 |
| Suny College At Old Westbury | Old Westbury, NY | Aug 2016 - May 2020 | 3 |
| Suny Old Westbury | Old Westbury, NY | Oct 2016 - May 2018 | 1 |
| Charley's Philly Steaks | Bay Shore, NY | Sep 2015 - May 2016 | < 1 |
| Brentwood High School | Brentwood, NY | Sep 2014 - May 2016 | 1 |
| Colegio Padre Emiliano Tardif | Santiago, | Jul 2005 - Jul 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- NY
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, 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, 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.