Jason Bourgo is a CFP-designated registered investment advisor, based in Fort Lauderdale, FL, with 23 years of industry experience.
Location
Fort Lauderdale, FL
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Regulatory History (2)
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Customer Dispute
October 2019Denied
Customer Dispute
June 2007Denied
Other Business Activities
Jason is a co-owner of NEK LLC, a rental real estate business, since 2011. He coordinates the financial aspects of the business, dedicating minimal time to it.
Employment History
Current Registrations
Steward Partners Investment Advisory, LLC
March 2025 - Present · 1 yr 2 mos
Steward Partners Investment Solutions, LLCBroker
March 2025 - Present · 1 yr 2 mos
Steward Partners Investment Solutions, LLC
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Lincoln Investment
June 2021 - March 2025 · 3 yrs 9 mos
Lincoln InvestmentBroker
June 2021 - March 2025 · 3 yrs 9 mos
Ameriprise Financial Services, LLC
September 2002 - May 2021 · 18 yrs 8 mos
Ameriprise Financial Services, LLCBroker
July 2002 - May 2021 · 18 yrs 10 mos
Ids Life Insurance CompanyBroker
July 2002 - July 2006 · 4 yrs
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.