JS
Jason T. Skolnick
FIRST NATIONAL ADVISORS LLC
Rockland, MA 02370
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CRD#: 2656136
JS
Professional summary
Jason Todd Skolnick is a registered financial advisor currently at FIRST NATIONAL ADVISORS LLC located in Rockland, Massachusetts and PURSHE KAPLAN STERLING INVESTMENTS located in Rockland, Massachusetts.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Jason has worked at 4 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1) FIRST NATIONAL ADVISORS LLC., RIA-INVESTMENT RELATED. 300 LEDGEWOOD PLACE, SUITE 101, ROCKLAND MA 02370. RIA, INVESTMENT ADVISOR REPRESENTATIVE, START DATE 4/2006. APPROXIMATELY 140 HOURS/MONTH, 7 HOURS DURING TRADING. INVESTMENT MANAGEMENT, FINANCIAL PLANNING, CHIEF COMPLIANCE OFFICER. 2) I LIFE WITH PURPOSE, LLC; NOT INVESTMENT RELATED; 255 MASSACHUSETTS AVE 918, BOSTON, MA 02115; WEB AND MOBILE PHONE BASED APPLICATIONS; MANAGER/SOLE OWNER; START DATE 9/1/2010; 30 HOURS/MONTH; 1 HOUR/MONTH DURING SECURITIES HOURS; OWNER AND MANAGER, INVOLVED IN ALL ASPECTS OF COMPANY, WILL SUB CONTRACT FOR DEVELOPEMENT OF WEBSITE AND SOFTWARE. 3) CONGREGATION KEHILLATH ISRAEL; NOT INVESTMENT RELATED; 384 HARVARD STREET BROOKLINE, MA 02446; SYNAGOGUE; BOARD OF TRUSTEES/VP OF DEVELOPMENT; START DATE: 07/2009; APPROX 10 HRS/MO; IN CHARGE OF DEVELOPMENT & FINANCIAL OVERSITE OF SYNAGOGUE, MEMBER OF BOARD OF TRUSTEES 4)PKSF; INVESTMENT RELATED; 80 STATE ST, ALBANY, NY 12207; FIXED INSURANCE BUSINESS; 10 HRS PER MONTH; RECOMMEND & SELL INSURANCE POLICIES 5) JASON SKOLNICK NOTARY. NOT INVESTMENT-RELATED. AT REGISTERED LOCATION. NOTARY PUBLIC. START: 09/2018. 1 HR/MONTH; ALL DURING TRADING HOURS. NOTARY PUBLIC. 6) JSSQUARED Services LLC Not investment related. Holding company. 255 Massachusetts Ave Apt 9 Boston MA 02115. Member of LLC holding shares of First National Advisors 1 hr/month, 1/hr. 7) JSSQUARED Holdings LLC Not investment related. Holding company. 255 Massachusetts Ave Apt 9 Boston MA 02115. Member of LLC holding shares of First National Advisors 1 hr/month, 1/hr.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Todd Skolnick'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
February 1, 2005 - Present
FIRST NATIONAL ADVISORS LLC
Office #1: 300 Ledgewood Place Suite 101, Rockland, MA 02370RIA
CRD#: 120859
Rockland, MA
Current
April 5, 2006 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 300 Ledgewood Place Ste. 101, Rockland, MA 02370BD
CRD#: 35747
Rockland, MA
Past
July 15, 1998 - April 6, 2006
LPL FINANCIAL LLC
RIA
CRD#: 6413
ROCKLAND, MA
Past
January 9, 1998 - April 6, 2006
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
October 18, 1995 - January 28, 1998
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
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".
FN
FIRST NATIONAL ADVISORS LLC
FIRST NATIONAL ADVISORS LLC | FIRST NATIONAL CORPORATION
CRD#: 120859 / SEC#: 801-66086
RIA
Registered Investment Advisory firm - (2/1/2006 Approved)Massachusetts
Registered Investment Advisory firm - (2/28/2006 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(4/5/2006)
RR
California(4/5/2006)
RR
Connecticut(1/7/2021)
RR
Florida(4/5/2006)
RR
Georgia(4/5/2006)
RR
Maryland(1/2/2019)
IAR
Massachusetts(2/1/2005)
RR
Massachusetts(4/5/2006)
RR
New Hampshire(4/5/2006)
RR
New York(4/5/2006)
RR
Pennsylvania(1/8/2021)
RR
Rhode Island(2/12/2013)
IAR
Texas(5/8/2006)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FN
FIRST NATIONAL ADVISORS LLC
FIRST NATIONAL ADVISORS LLC | FIRST NATIONAL CORPORATION
CRD#: 120859 / SEC#: 801-66086
RIA
Registered Investment Advisory firm - (2/1/2006 Approved)Massachusetts
Registered Investment Advisory firm - (2/28/2006 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
300 Ledgewood Place Suite 101, Rockland, MA 02370
Mailing Address
Phone number
(781) 878-7757
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,337 |
| AUM (Assets Under Management) | $ 1,366,635,859 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/29/2024 | ||
| 08/28/2023 | ||
| 09/14/2022 |
Red Flags
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Company Information
FIRST NATIONAL ADVISORS LLC
CRD#: 120859Rockland, MA 02370TRUST BUT VERIFY
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