JW
JW

Jason Wong

15 Years of Experience
Broker

Jason Wong is a registered investment advisor at Amerivet Securities, INC., based in New York, NY, with 15 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1155 Avenue of the Americas, 14th Floor, New York, NY, 10036

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Amerivet Securities, INC.
October 2021 - Present · 4 yrs 6 mos
Amerivet Securities, INC.Broker
July 2019 - Present · 6 yrs 9 mos
Previous Registrations
Tribal Capital Markets, LLCBroker
January 2018 - May 2019 · 1 yr 4 mos
Drexel Hamilton, LLCBroker
November 2010 - January 2018 · 7 yrs 2 mos
Northeast Securities, INC.Broker
October 2010 - November 2010 · 1 mo
State Registrations14 states
CACTFLILLAMDMNMONJNYOHPRTXUT
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.