Jason R. Bodner
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 Ross Bodner, who also goes by Jason Bodner, was a registered financial professional .
Jason is a previously registered financial professional and started their career in finance in 1997. Jason had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 34, Series 3, Series 7, Series 6 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 29, 2016 - November 21, 2016
MATRIX CAPITAL GROUP, INC.
June 26, 2015 - October 17, 2017
MACRO ANALYTICS FOR PROFESSIONALS
February 4, 2013 - July 9, 2014
JEFFERIES LLC
August 15, 2005 - April 5, 2012
CANTOR FITZGERALD & CO.
March 4, 1997 - June 12, 1997
WOODBURY FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
MATRIX CAPITAL GROUP, INC.
CRD#: 33364 / SEC#: 801-61224, 8-46398
Contact information
Direct owners and executive officers
Disclosures
| Regulatory Event | 3 |
| Arbitration | 1 |
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.
