Jason Konskier is a CFP-designated registered investment advisor, based in New Rochelle, NY, with 12 years of industry experience.
Location
New Rochelle, NY
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Regulatory History (1)
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Employment Separation After Allegations
September 2020Other Business Activities
Jason works full-time as an investment advisor representative for Realta Investment Advisors, Inc. He also works about 10-20% of his time as a bartender/waiter at the American Yacht Club.
Employment History
Current Registrations
Realta Equities, INC.
November 2021 - Present · 4 yrs 8 mos
Realta Investment Advisors, INC
November 2021 - Present · 4 yrs 8 mos
Realta Equities, INC.Broker
November 2021 - Present · 4 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2020 - August 2021 · 11 mos
Wells Fargo Clearing Services, LLCBroker
September 2020 - August 2021 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2013 - September 2020 · 7 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2013 - September 2020 · 7 yrs 8 mos
State Registrations6 states
CTFLMNNJNYRI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.