Jason Murray (CRD# 3091940) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 25 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ip Financial Advisory Services LLC | Charlotte, NC | Jul 2023 - Current | < 1 |
| Innovation Partners LLC | Charlotte, NC | Jul 2023 - Current | < 1 |
| 7 Mindsets To Successfully Transition From Employee To Entrepren | Teaneck, NJ | Jan 2023 - Current | 1 |
| Abundant Network, LLC | Teaneck, NJ | Aug 2020 - Current | 3 |
| Our Stories Our Voices: Black Men Speak Their Truth | Teaneck, NJ | Feb 2020 - Current | 4 |
| Faith+ Purpose= Legacy | Teaneck, NJ | Feb 2019 - Current | 5 |
| Genesis Business Capital | Parsippany, NJ | Apr 2014 - Current | 10 |
| Transamerica Financial Advisors,. Inc. | Port Jefferson, NY | Jan 2012 - Jul 2023 | 11 |
| Wfg | Port Jefferson Station, NY | Jun 2010 - Jul 2023 | 13 |
| Fiserv | Brookfield, WI | Apr 2021 - Apr 2022 | 1 |
| Rep Network | New York, NY | Jul 2017 - Apr 2022 | 4 |
| Abundant Network LLC | Hackensack, NJ | Sep 2015 - Aug 2020 | 4 |
| Executive One Healthcare Consulting | Bronx, NY | Apr 2014 - Nov 2018 | 4 |
| Quintiles | Durham, NC | Aug 2014 - May 2016 | 1 |
| Wellpoint | New York, NY | Oct 2012 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2007 |
- NJ
- NY
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Total Assets Under Management297MILLIONS
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Total Number of Accounts2,290ACCOUNTS
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Average Account Value$129,673
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
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- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI
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