Jason Gopen, financial advisor Cedarhurst NY

Jason Gopen

CRD Number: 5981937
Current Firm: J.p. Morgan Securities LLC

Jason Gopen (CRD# 5981937) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cedarhurst, NY and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities LLC Valley Stream, NY Apr 2018 - Current 5
Jp Morgan Chase Bank, N.a. Valley Stream, NY Apr 2018 - Current 5
Capital One Investing, LLC Whitestone, NY May 2017 - Mar 2018 < 1
Capital One Advisors, LLC Valley Stream, NY May 2017 - Mar 2018 < 1
National Asset Management Inc. Flushing, NY May 2014 - Apr 2017 2
National Securities Corporation Flushing, NY Nov 2013 - Apr 2017 3
Gilman Ciocia, Inc. Flushing, NY Feb 2011 - Apr 2017 6
Abel Flushing, NY Jan 2012 - Jan 2015 3
Asset & Financial Planning, Ltd Flushing, NY Jul 2013 - May 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jason Z. Gopen
Phone Number: 800-999-2000
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, WY

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