AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JB

Jason A. Bishara

Some features on this profile are disabled
CRD#: 2687049
JB

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 Albertson Bishara, who also goes by Jason A Bishara Sr, Jason Albertson Bishara Sr, was a registered financial professional .

Jason is a previously registered financial professional and started their career in finance in 1996. Jason had worked at 8 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jason A Bishara Sr | Jason Albertson Bishara Sr

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

April 27, 2005 - May 19, 2005

WESTROCK ADVISORS, INC.

BD
CRD#: 114338
NEW YORK, NY
Past

October 19, 2001 - April 26, 2005

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
ATLANTA, GA
Past

January 2, 2001 - October 25, 2001

GLOBAL CAPITAL SECURITIES CORPORATION

BD
CRD#: 16184
ENGLEWOOD, CO
Past

December 5, 1997 - January 2, 2001

GLOBAL CAPITAL MARKETS, LLC

BD
CRD#: 16191
MELVILLE, NY
Past

October 21, 1997 - December 15, 1997

FIRST LIBERTY INVESTMENT GROUP, INC.

BD
CRD#: 3536
PHILADELPHIA, PA
Past

February 5, 1997 - September 9, 1997

CONTINENTAL BROKER-DEALER CORP.

BD
CRD#: 14048
CARLE PLACE, NY
Past

April 23, 1996 - January 27, 1997

LT LAWRENCE & CO., INC.

BD
CRD#: 31956
NEW YORK, NY
Past

January 31, 1996 - April 23, 1996

BLUESTONE CAPITAL CORP.

BD
CRD#: 13516
NEW YORK, NY

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


State Security Law Exam
RR
Series 63
Date: 2/2/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


WA
WESTROCK ADVISORS, INC.
WESTROCK ADVISORS, INC.

CRD#: 114338 / SEC#: , 8-53419

BD
Terminated by SEC on 08/07/2011
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
Mailing Address
Phone number
Established
New York since 08/30/1995
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WESTROCK GROUP INCSHH
DINATALE, ELIZABETH ANNEFINOP1960549
HUNTER, DONALD HORTON JRPRESIDENT1849030
LEVINE, JOAN DOLORESCOO207124
SHAPIRO, ANDREW JAYCHIEF COMPLIANCE OFFICER, ROSFP1104658

Disclosures


Regulatory Event13
Arbitration9

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


WESTROCK ADVISORS, INC.

CRD#: 114338

TRUST BUT VERIFY

Monitor Jason Bishara

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics