Jason Gurzau (CRD# 6023541) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Mount Laurel, NJ and has over 12 years of experience in the finance industry.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 1272342
Lpl Financial LLC
CRD# 6279325
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Td Private Client Wealth LLC | New York, NY | Jun 2019 - Current | 4 |
| Td Bank N.a. | Mount Laurel, NJ | Jun 2019 - Current | 4 |
| Unemployed | West Windosr, NJ | Sep 2018 - Jun 2019 | < 1 |
| Capital One Investing, LLC | Seattle, WA | Mar 2016 - Sep 2018 | 2 |
| Axa Advisors, LLC | New York, NY | Dec 2015 - Mar 2016 | < 1 |
| Unemployed | Philadelphia, PA | Nov 2015 - Dec 2015 | < 1 |
| Citizens Securities Inc. | Philadelphia, PA | Apr 2015 - Nov 2015 | < 1 |
| Citizens Bank | Philadelphia, PA | Apr 2015 - Nov 2015 | < 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Oct 2014 - Jun 2015 | < 1 |
| Mcadam LLC | Philadelphia, PA | Oct 2014 - Apr 2015 | < 1 |
| Mcadam Financial Group | Philadelphia, PA | Apr 2014 - Oct 2014 | < 1 |
| Ing Financial Partners, Inc./voya Financial Advisors, Inc. | Philadelphia, PA | Feb 2012 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2012 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2012 |
- NJ
- NY
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Total Assets Under Management12,265MILLIONS
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Total Number of Accounts16,422ACCOUNTS
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Average Account Value$746,855
- A percentage of assets under your management
- 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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