Jason Schechter is a CFA-designated registered investment advisor, based in Wayne, PA, with 17 years of industry experience.
Location
690 Lee Road, Wayne, PA, 19087
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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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Current Registrations
Hartford Funds Distributors, LLC
April 2018 - Present · 8 yrs 1 mo
Hartford Funds Distributors, LLCBroker
April 2018 - Present · 8 yrs 1 mo
Hartford Funds
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
Managed Account Advisors LLC
December 2014 - February 2018 · 3 yrs 2 mos
Strategic Advisers, INC.
May 2013 - November 2014 · 1 yr 6 mos
Fidelity Brokerage Services LLCBroker
March 2013 - November 2014 · 1 yr 8 mos
Morgan Stanley
February 2010 - April 2013 · 3 yrs 2 mos
Morgan StanleyBroker
June 2009 - April 2013 · 3 yrs 10 mos
Citigroup Global Markets INC.Broker
March 2008 - June 2009 · 1 yr 3 mos
State Registrations1 state
PA
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.