Jason Alicea is a registered investment advisor, based in Bronx, NY, with 28 years of industry experience.
Location
Bronx, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason works full-time as an Investment Advisor Representative (IAR) with Kestra Advisory Services, LLC. He also works full-time as a Financial Advisor with Lodi Wealth Management, performing registered representative activities through Kestra Investment Services.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Kestra Investment Services, LLCBroker
Farther
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Foreside Financial Services, LLCBroker
Alps Distributors, INC.Broker
North Sea Securities L.P.Broker
Tocqueville Securities L.P.Broker
New York Life Investment Management LLC
Nylife Distributors LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
RBC Dain Rauscher INC.Broker
C.E. Unterberg, Towbin (a California Limited Partnership)Broker
Morgan Stanley Dw INC.Broker
Everen Securities, INC.Broker
Josephthal Lyon & Ross IncorporatedBroker
State Registrations2 states
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