Jason ShawCRD Number: 2978933
Current Firm: J.p. Morgan Securities LLC
Jason Shaw (CRD# 2978933) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westerville, OH and has over 17 years of experience in the finance industry.
Rebel Financial, LLC
Pds Planning Inc.
Steele Investment Counsel, Ltd.
|Three Nails To Freedom Mc||Lancaster, OH||Feb 2014 - Current||2|
|J.p. Morgan Securities LLC||Columbus, OH||Oct 2012 - Current||4|
|Old Jocko Brand||Lancaster, OH||Sep 2010 - Current||6|
|Chase Investment Services Corp.||Chicago, IL||Jul 2005 - Oct 2012||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1999|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV