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JL

Jason A. Lawson

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CRD#: 2712622
JL

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 Alexander Lawson was a registered financial professional .

Jason is a previously registered financial professional and started their career in finance in 2001. Jason had worked at 9 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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

June 10, 2005 - September 20, 2005

CARLTON CAPITAL INC.

BD
CRD#: 42533
NEW YORK, NY
Past

December 10, 2004 - May 27, 2005

INDEPENDENT SECURITIES INVESTORS CORPORATION

BD
CRD#: 43598
CHIPLEY, FL
Past

June 14, 2004 - November 30, 2004

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

BD
CRD#: 43177
ATLANTA, GA
Past

April 7, 2004 - June 10, 2004

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

January 28, 2004 - April 2, 2004

MAXIM GROUP LLC

BD
CRD#: 120708
NEW YORK, NY
Past

October 23, 2002 - January 17, 2003

S. B. CANTOR & CO., INC.

BD
CRD#: 1384
NEW YORK, NY
Past

June 7, 2002 - August 15, 2002

PARK CAPITAL SECURITIES, LLC

BD
CRD#: 104206
NEW YORK, NY
Past

January 7, 2002 - September 3, 2002

DONALD & CO. SECURITIES INC.

BD
CRD#: 7776
TINTON FALLS, NJ
Past

February 28, 2001 - October 11, 2001

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: 4/27/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


CC
CARLTON CAPITAL INC.
CARLTON CAPITAL INC. | FLORIDA SECURITIES CORPORATION | FAITH FINANCIAL SECURITIES INC. | CLAYTON, DUNNING & COMPANY INC. | CHARLESTON CAPITAL CORPORATION

CRD#: 42533 / SEC#: , 8-49874

BD
Terminated by SEC on 01/13/2009
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 11/13/1995
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CLAYTON, DUNNING GROUP INC.DIRECT OWNER
EBERT, PAUL FRANCISFINANCIAL PRINCIPAL1121231
WARDI, ALBERT GEORGEPRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER1493452

Disclosures


Regulatory Event3
Arbitration1

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


CARLTON CAPITAL INC.

CRD#: 42533

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