Jason W. Birdwell

MAIN STREET FINANCIAL SOLUTIONS

Mount Laurel, NJ 08054-3914

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CRD#: 3255236

Professional summary

Jason Wayne Birdwell is a registered financial advisor currently at MAIN STREET FINANCIAL SOLUTIONS, LLC located in Mount Laurel, New Jersey.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jason has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1. HOWARD MATTSON LLC POSITION: Paraplanner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 320 SECURITIES TRADING HOURS: 320 START DATE: 04/24/2017 ADDRESS: 901 Cooper Street, Deptford NJ 08096, United States DESCRIPTION: Assist Howard Mattson in preparing for client review meetings Assist Howard Mattson in creating WMP proposals Assist Howard Mattson in preparing Profiles financial needs analyses Assist Howard Mattson in servicing existing business 2. JASON BIRDWELL POSITION: agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2004 ADDRESS: 136 West Cohawkin Road, Clarksboro NJ 08020, United States DESCRIPTION: offer health insurance related coverage to small businesses

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Wayne Birdwell's CRS (Customer Relationship Summary).

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

January 11, 2024 - Present

MAIN STREET FINANCIAL SOLUTIONS, LLC

Office #1: 3000 Atrium Way Suite 500, Mount Laurel, NJ 08054-3914

RIA

CRD#: 305834

Mount Laurel, NJ

Past

September 1, 2023 - November 3, 2023

OSAIC WEALTH, INC.

RIA

CRD#: 23131

DEPTFORD, NJ

Past

September 1, 2023 - November 3, 2023

OSAIC WEALTH, INC.

CRD#: 23131

DEPTFORD, NJ

Past

September 5, 2017 - September 1, 2023

OSAIC SERVICES, INC.

RIA

CRD#: 133763

DEPTFORD, NJ

Past

April 17, 2017 - September 1, 2023

OSAIC SERVICES, INC.

CRD#: 133763

DEPTFORD, NJ

Past

May 5, 2011 - April 28, 2017

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Clarksboro, NJ

Past

January 5, 2010 - May 6, 2011

FORESTERS EQUITY SERVICES, INC.

CRD#: 18464

SAN DIEGO, CA

Past

December 4, 2008 - November 4, 2009

PARKLAND SECURITIES, LLC

CRD#: 115368

MARLTON, NJ

Past

June 11, 2008 - December 9, 2008

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

MARLTON, NJ

Past

July 29, 2002 - December 31, 2007

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

MARLTON, NJ

Past

August 16, 2001 - December 9, 2008

MML INVESTORS SERVICES, LLC

CRD#: 10409

MARLTON, NJ

Past

October 1, 1999 - July 3, 2001

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MAIN STREET FINANCIAL SOLUTIONS, LLC

CRD#: 305834 / SEC#: 801-117871

RIA

Registered Investment Advisory firm - (1/2/2020 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(1/11/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/31/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/24/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/28/1999

General Securities Representative Examination

Current Firm

MAIN STREET FINANCIAL SOLUTIONS, LLC

CRD#: 305834 / SEC#: 801-117871

RIA

Registered Investment Advisory firm - (1/2/2020 Approved)

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Contact information

Main Address

503 E. Washington Avenue Suite 1c, Newtown, PA 18940

Mailing Address

Phone number

(215) 259-5021

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	6,091
AUM (Assets Under Management)	$ 2,494,613,000

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.

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Advisor Monitoring

Firm Stability Insights

Jason W. Birdwell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Wayne Birdwell's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

AVANTAX INVESTMENT SERVICES, INC.

FORESTERS EQUITY SERVICES, INC.

PARKLAND SECURITIES, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

MAIN STREET FINANCIAL SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/31/2017

Series 63

Date: 8/24/1999

SIE

Date: 10/1/2018

Series 7

Date: 9/28/1999

Current Firm

MAIN STREET FINANCIAL SOLUTIONS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MAIN STREET FINANCIAL SOLUTIONS, LLC

TRUST BUT VERIFY

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