Jason Brougham is a registered investment advisor, based in Morristown, NJ, with 5 years of industry experience.
Location
191Washington Avenue, Morristown, NJ, 07960
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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Jason works as an Investment Advisor Representative for Summit Financial Inc, doing business as WealthPlan Advantage. He spends nearly full-time on client services.
Employment History
Current Registrations
Apw Capital, INC.Broker
August 2021 - Present · 4 yrs 9 mos
Summit Financial, LLC
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Aurora Private Wealth, INC.
April 2021 - August 2021 · 4 mos
Apw Capital, INC.Broker
December 2020 - August 2021 · 8 mos
State Registrations4 states
DEFLMANJ
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.