Jason Silva, financial advisor Wakefield RI
93 score

Jason Silva

CRD Number: 6096421
Current Firm: Santander Securities

Jason Silva (CRD# 6096421) is an Investment Advisor Representative working at Santander Securities in Wakefield, RI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Santander Securities San Juan, PR Dec 2016 - Current 1
Santander Bank Na Wakefield, RI Dec 2016 - Current 1
Cco Investment Services Providence, RI Jun 2012 - Dec 2016 4
Bank Newport Wakefield, RI Nov 2011 - Jun 2012 < 1
Citizens Bank Barrington, RI Jul 2009 - Nov 2011 2
Bank Of America East Providence, RI May 2004 - Jul 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2012
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Jason A. Silva
Phone Number: (866)-736-6475
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    610
    MILLIONS
  • Total Number of Accounts
    4,969
    ACCOUNTS
  • Average Account Value
    $122,752
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
  • 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, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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