Jason H. Leblanc
Professional summary
Jason Hyson Leblanc was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.
Jason is a previously registered financial professional and started their career in finance in 1994. Prior to being barred, Jason had worked at 5 firms, which includes VERE GLOBAL WEALTH MANAGEMENT, GIRARD SECURITIES INC., WOODBURY FINANCIAL SERVICES INC., STANFORD GROUP COMPANY, MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 10, 2016 - August 27, 2025
VERE GLOBAL WEALTH MANAGEMENT
October 29, 2015 - November 12, 2015
VERE GLOBAL WEALTH MANAGEMENT
April 6, 2009 - September 30, 2015
GIRARD SECURITIES, INC.
April 6, 2009 - September 30, 2015
GIRARD SECURITIES, INC.
March 16, 2009 - April 1, 2009
WOODBURY FINANCIAL SERVICES, INC.
March 16, 2009 - April 1, 2009
WOODBURY FINANCIAL SERVICES, INC.
August 28, 1996 - March 11, 2009
STANFORD GROUP COMPANY
August 28, 1996 - March 11, 2009
STANFORD GROUP COMPANY
January 26, 1996 - February 20, 1996
STANFORD GROUP COMPANY
May 24, 1994 - February 1, 1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
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Exams
Current Firm
VERE GLOBAL WEALTH MANAGEMENT
CRD#: 154312 / SEC#: 801-71670
Contact information
Regulatory assets under management
| Total Number of Accounts | 274 |
| AUM (Assets Under Management) | $ 81,850,392 |
Red Flags
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