Jason Harken is a CFP-designated registered investment advisor, based in Colegeville, PA, with 26 years of industry experience.
Location
1856 S Collegeville Rd, Colegeville, PA, 19426
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Regulatory History (1)
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Customer Dispute
April 2011Denied
Other Business Activities
Jason is a part-time assistant tennis coach at St. Joseph's University, assisting the head coach with practices and matches. This requires a few hours per week and is not investment-related.
Employment History
Current Registrations
Truist Investment Services, INC.
May 2023 - Present · 3 yrs
Truist Advisory Services, INC.
May 2023 - Present · 3 yrs
Truist Investment Services, INC.Broker
May 2023 - Present · 3 yrs
Previous Registrations
Citizens Securities, INC.
January 2009 - May 2023 · 14 yrs 4 mos
Citizens Securities, INC.Broker
October 2008 - May 2023 · 14 yrs 7 mos
PNC InvestmentsBroker
December 2006 - October 2008 · 1 yr 10 mos
Vanguard Marketing CorporationBroker
July 2000 - October 2006 · 6 yrs 3 mos
New England SecuritiesBroker
September 1999 - August 2000 · 11 mos
State Registrations17 states
AZCACODEFLMDMINCNJOHPARISCTNTXVAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.