JM
Jason A. Mcgee
PTR
Collingswood, NJ 08108
Some features on this profile are disabled
CRD#: 2383597
JM
Professional summary
Jason Alan Mcgee is a registered financial professional currently at PTR, INC. located in Collingswood, New Jersey.
Jason is registered as a RR (Registered Representative) and started their career in finance in 2006. Jason has worked at 1 firm and has passed the Series 57TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view Jason Alan Mcgee's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 8, 2006 - Present
PTR, INC.
Office #1: 601 Haddon Avenue Suite 108, Collingswood, NJ 08108BD
CRD#: 31559
Collingswood, NJ
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader ExamGeneral Industry/Product Exam
SRO Registrations
RR
MIAX Sapphire
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
Nasdaq PHLX LLC
Current Firm
PI
PTR, INC.
PTR, INC.
CRD#: 31559 / SEC#: , 8-39854
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
601 Haddon Avenue Suite 108, Collingswood, NJ 08108
Mailing Address
601 Haddon Avenue Suite 108, Collingswood, NJ 08108
Phone number
(267) 318-7806
Established
Pennsylvania since 03/31/1988
Firm type
Corporation
Fiscal year end
June
# of Employees
Documents
Disclosures
| Regulatory Event | 28 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
