Jason S. Valavanis
Professional summary
Jason Steven Valavanis, CFP® is a registered financial professional currently at J.W. COLE FINANCIAL, INC. located in Melbourne, Florida.
Jason is registered as a RR (Registered Representative) and started their career in finance in 1994. Jason has worked at 5 firms and has passed the Series 63, SIE, Series 31, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jason Steven Valavanis's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1996
Experience
June 25, 2010 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 600 E. Strawbridge Ave. Suite 100, Melbourne, FL 32901July 19, 2010 - December 31, 2011
J. W. COLE ADVISORS, INC.
January 18, 2000 - July 2, 2010
LPL FINANCIAL LLC
January 4, 2000 - July 2, 2010
LPL FINANCIAL LLC
February 23, 1994 - July 14, 1999
METROPOLITAN LIFE INSURANCE COMPANY
February 23, 1994 - July 14, 1999
MSI FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/25/2010)
Exams
FINRA
Current Firm
J.W. COLE FINANCIAL, INC.
CRD#: 124583 / SEC#: , 8-65698
Contact information
FINRA licenses (52 States and Territories)
Direct owners and executive officers
Disclosures
| Regulatory Event | 1 |
| Arbitration | 1 |
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.
Company Information
J.W. COLE FINANCIAL, INC.
CRD#: 124583Melbourne, FL 32901TRUST BUT VERIFY
Monitor Jason Valavanis
Get automatic monthly alerts on:
