Jason Murray, financial advisor New York NY
81 score

Jason Murray

CRD Number: 3091940
Current Firm: Transamerica Financial Advisors, Inc.

Jason Murray (CRD# 3091940) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in New York, NY and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Abundant Network LLC Hackensack, NJ Sep 2015 - Current 1
Executive One Healthcare Consulting Bronx, NY Apr 2014 - Current 2
Genesis Business Capital Parsippany, NJ Apr 2014 - Current 2
Transamerica Financial Advisors, Inc. New York, NY Jan 2012 - Current 4
Wfg New York, NY Jun 2010 - Current 6
Quintiles Durham, NC Aug 2014 - May 2016 1
Wellpoint New York, NY Oct 2012 - Jul 2014 1
Verizon Wireless New York, NY Apr 2011 - Oct 2012 1
Investment Advisors International, Inc. Brooklyn, NY Oct 2010 - Jan 2012 1
World Group Securities Brooklyn, NY Jul 2010 - Jan 2012 1
Healthfirst Newark, NJ Jan 2009 - Apr 2011 2
The Network Journal New York, NY Jan 2009 - Oct 2009 < 1
Merrill Lynch, Pierce, Fenner & Smith Newark, NJ Aug 2006 - Dec 2008 2
Citibank Bronx, NY May 2000 - Aug 2006 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1999
S66 NASAA Uniform Combined State Law Examination Jun 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jason S. Murray
Phone Number: 727-299-1800
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VI, VT, WA, WI, WV

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BADGES
81

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