Jason T. Worth

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CRD#: 2649094

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 Tyler Worth was a registered financial professional .

Jason is a previously registered financial professional and started their career in finance in 1996. Jason had worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

October 19, 2021 - November 17, 2021

PARVIN ASSET MANAGEMENT, LLC

RIA

CRD#: 315701

SIOUX FALLS, SD

Past

March 18, 2021 - November 17, 2021

PARVIN ASSET MANAGEMENT

RIA

CRD#: 161656

AUGUSTA, GA

Past

April 16, 2003 - March 17, 2006

CITIZENS JMP SECURITIES, LLC

CRD#: 22208

SAN FRANCISCO, CA

Past

February 1, 2000 - May 6, 2002

J.P. MORGAN SECURITIES INC.

CRD#: 18718

NEW YORK, NY

Past

September 27, 1996 - February 1, 2000

HAMBRECHT & QUIST LLC

CRD#: 940

SAN FRANCISCO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PARVIN ASSET MANAGEMENT, LLC

PARVIN ASSET MANAGEMENT | PARVIN ASSET MANAGEMENT, LLC

CRD#: 315701 / SEC#: 801-122001

RIA

Registered Investment Advisory firm - (8/2/2021 Approved)

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/5/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/11/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/26/1996

General Securities Representative Examination

Current Firm

PARVIN ASSET MANAGEMENT, LLC

PARVIN ASSET MANAGEMENT | PARVIN ASSET MANAGEMENT, LLC

CRD#: 315701 / SEC#: 801-122001

RIA

Registered Investment Advisory firm - (8/2/2021 Approved)

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Contact information

Main Address

401 E. 8th Street Suite 200c, Sioux Falls, SD 57103

Mailing Address

P.o. Box 415, Pocomoke City, MD 21851

Phone number

(610) 806-9001

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PARVIN FIRM BROCHURE (3/30/2025)

Regulatory assets under management

Total Number of Accounts	314
AUM (Assets Under Management)	$ 140,987,821

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.

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Jason T. Worth

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PARVIN ASSET MANAGEMENT, LLC

PARVIN ASSET MANAGEMENT

CITIZENS JMP SECURITIES, LLC

J.P. MORGAN SECURITIES INC.

HAMBRECHT & QUIST LLC

Primary Firm SEC Registration

PARVIN ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/5/2021

Series 63

Date: 7/11/2003

Series 7

Date: 9/26/1996

Current Firm

PARVIN ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARVIN ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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