Jason MagnottiCRD Number: 5333376
Current Firm: Td Ameritrade, Inc.
Jason Magnotti (CRD# 5333376) is an Investment Advisor Representative working at Td Ameritrade, Inc. in Stamford, CT and has over 10 years of experience in the finance industry.
Altium Wealth Management LLC
American Portfolios Advisors, Inc.
Karagosian Financial Services, Inc.
|Td Ameritrade||Stamford, CT||Aug 2017 - Current||< 1|
|Churchill Management||Los Angeles, CA||Oct 2015 - Aug 2017||1|
|Fidelity Investments||Stamford, CT||Nov 2013 - Sep 2015||1|
|Td Ameritrade||Stamford, CT||Jun 2010 - Nov 2013||3|
|Td Wealth Management Services Inc.||New York, NY||Feb 2010 - Jun 2010||< 1|
|Allstate Insurance Co||Denver, CO||Oct 2009 - Feb 2010||< 1|
|Tdbanknorth||Plantsville, CT||Jan 2008 - Oct 2009||1|
|Bancnorth Investment Group||St. Cloud, MN||Jan 2008 - Oct 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2007|
|S66||NASAA Uniform Combined State Law Examination||Feb 2008|
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:
- Customer Dispute
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Selection of other advisers (including private fund managers)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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