Jason J. Demery
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jason James Demery was a registered financial professional .
Jason is a previously registered financial professional and started their career in finance in 1992. Jason had worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 3, 2010 - September 2, 2016
COPPER BEECH WEALTH MANAGEMENT
August 23, 2006 - November 23, 2009
FSC SECURITIES CORPORATION
August 16, 2000 - June 12, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
June 1, 1998 - August 29, 2006
OSAIC FA, INC.
January 14, 1993 - June 1, 1998
LINCOLN FINANCIAL DISTRIBUTORS, INC.
January 17, 1992 - December 18, 1992
MML INVESTORS SERVICES, LLC
State Registrations and Notice Filings
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Exams
Current Firm
COPPER BEECH WEALTH MANAGEMENT
CRD#: 151476 / SEC#: 801-70606
Contact information
Red Flags
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