Jason Michael Mcghin
Professional Summary
Jason Michael Mcghin is a registered financial advisor currently at SEI INVESTMENTS DISTRIBUTION CO. located in Oaks, Pennsylvania. Jason is registered as a RR (Registered Representative) and started their career in finance in 1998. Jason has worked at 6 firms and has passed the Series 63, Series 52TO, Series 57TO, Series 99TO, SIE, Series 55, Series 7, Series 53, Series 4 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
KESTRA ADVISORY SERVICES, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
KESTRA ADVISORY SERVICES, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
KESTRA ADVISORY SERVICES, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
KESTRA ADVISORY SERVICES, LLC
Years of Experience
28 years in the financial services industry
Current & Past Employments
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
KESTRA ADVISORY SERVICES, LLC
Current Firm
SEI FINANCIAL SERVICES COMPANY | SEI INVESTMENTS DISTRIBUTION CO.
Contact Information
Main Address
One Freedom Valley Drive, Oaks, PA 19456Mailing Address
One Freedom Valley Drive, Oaks, PA 19456Phone Number
(610) 676-1000Established
Pennsylvania since 07/20/1981Firm Type
CorporationFiscal Year End
DecemberFirm Size
MediumFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| SEI INVESTMENTS COMPANY | SHAREHOLDER | — |
| CAMPISI, JENNIFER HICKMAN | CHIEF COMPLIANCE OFFICER, ASST SECRETARY | 5299753 |
| COARY, JOHN PATRICK | TREASURER, CFO | 2551648 |
| CORKERY, HEATHER MAJCZAN | DIRECTOR | 6896886 |
| GARCIA, GABRIEL | DIRECTOR | 2500963 |
| HUM, ROBERT M | DIRECTOR, PRESIDENT, CEO | 5716140 |
| MCGHIN, JASON MICHAEL | COO | 3119188 |
| MUNCH, JOHN CHARLES | SECRETARY, GENERAL COUNSEL | 4739576 |
Disclosures
Regulatory Event
4Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
KESTRA ADVISORY SERVICES, LLC
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.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
KESTRA ADVISORY SERVICES, LLC
State Registrations and Notice Filings
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/7/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
(11/4/2005)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Sep 2025About the Series 52TO examSeries 55 — Limited Representative-Equity Trader Exam
Passed Jun 2001SRO Registrations
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
KESTRA ADVISORY SERVICES, LLC
CRS (Client Relationship Summary) - BD
Click below to view Jason Michael Mcghin's CRS (Customer Relationship Summary).
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
KESTRA ADVISORY SERVICES, LLC
