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JG

Jason A. Greim

BLACKROCK INVESTMENTS
Wilmington, DE 19809
Some features on this profile are disabled
CRD#: 3086174
JG

Professional summary

Jason A Greim is a registered financial professional currently at BLACKROCK INVESTMENTS, LLC located in Wilmington, Delaware.

Jason is registered as a RR (Registered Representative) and started their career in finance in 1998. Jason has worked at 8 firms and has passed the Series 63, SIE, Series 6 and Series 26 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) - BD

Click below to view Jason A Greim'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®
None

Experience

Current

October 21, 2008 - Present

BLACKROCK INVESTMENTS, LLC

Office #1: 100 Bellevue Parkway, Wilmington, DE 19809
BD
CRD#: 38642
Wilmington, DE
Past

March 12, 2007 - October 7, 2008

FORESIDE FUNDS DISTRIBUTORS LLC

BD
CRD#: 31334
KING OF PRUSSIA, PA
Past

March 12, 2007 - October 7, 2008

NORTHERN FUNDS DISTRIBUTORS, LLC

BD
CRD#: 45943
KING OF PRUSSIA, PA
Past

March 12, 2007 - October 7, 2008

MGI FUNDS DISTRIBUTORS, LLC

BD
CRD#: 35682
KING OF PRUSSIA, PA
Past

March 12, 2007 - October 7, 2008

BLACKROCK DISTRIBUTORS, INC

BD
CRD#: 39636
KING OF PRUSSIA, PA
Past

March 12, 2007 - October 7, 2008

STERLING CAPITAL DISTRIBUTORS, LLC

BD
CRD#: 103934
KING OF PRUSSIA, PA
Past

November 8, 2006 - February 20, 2007

CITCO MUTUAL FUND DISTRIBUTORS, INC.

BD
CRD#: 41920
MALVERN, PA
Past

January 2, 2001 - October 6, 2006

FORESIDE FUNDS DISTRIBUTORS LLC

BD
CRD#: 31334
KING OF PRUSSIA, PA
Past

July 20, 2000 - October 6, 2006

STERLING CAPITAL DISTRIBUTORS, LLC

BD
CRD#: 103934
KING OF PRUSSIA, PA
Past

October 5, 1999 - October 6, 2006

NORTHERN FUNDS DISTRIBUTORS, LLC

BD
CRD#: 45943
KING OF PRUSSIA, PA
Past

March 30, 1999 - October 6, 2006

MGI FUNDS DISTRIBUTORS, LLC

BD
CRD#: 35682
KING OF PRUSSIA, PA
Past

March 30, 1999 - October 6, 2006

BLACKROCK DISTRIBUTORS, INC

BD
CRD#: 39636
KING OF PRUSSIA, PA
Past

August 31, 1998 - January 2, 2001

PROVIDENT DISTRIBUTORS, INC.

BD
CRD#: 35174
KING OF PRUSSIA, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Delaware
(10/1/2014)
RR
Massachusetts
(11/11/2014)
RR
New Jersey
(10/21/2008)
RR
New York
(10/21/2008)
RR
Pennsylvania
(6/11/2020)

Exams

State Security Law Exam
RR
Series 63
Date: 9/30/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 8/28/1998
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 12/9/1998
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

BI
BLACKROCK INVESTMENTS, LLC
BFM ADVISORY, INC. | PROVIDENT ADVISORS, INC. | PROVIDENT ADVISERS, INC. | BLACKROCK INVESTMENTS, LLC | BLACKROCK INVESTMENTS, INC.

CRD#: 38642 / SEC#: , 8-48436

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
50 Hudson Yards, New York, NY 10001
Mailing Address
1 University Square Drive, Princeton, NJ 08540
Phone number
(609) 282-3046
Established
Delaware since 10/21/1994
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
BLACKROCK FINANCIAL MANAGEMENT, INCSOLE SHAREHOLDER107105
DEVICO, JOSEPH GEORGEMANAGER2808563
HEROLD, MEREDITH LMANAGER4792340
MARCUS, ZACHARY SETHCHIEF FINANCIAL OFFICER AND FINOP7040433
MARO, JONATHAN MARTINCHIEF EXECUTIVE OFFICER AND MANAGER6476640
MEADE, CHRISTOPHER JOSEPHCHIEF LEGAL OFFICER6728448
ROHE, DOMINIKMANAGER3275040
ROSTA, GREGORY MATTHEWCHIEF COMPLIANCE OFFICER5193482
RZOMP, CYNTHIA SUEN-WAHCHIEF OPERATING OFFICER5221316
VILLACORTA, ROLAND ESTEBANMANAGER2566073

Disclosures

Regulatory Event2
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

BLACKROCK INVESTMENTS, LLC

CRD#: 38642Wilmington, DE 19809

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