Jason Ryan Scheibel
Professional Summary
Jason Ryan Scheibel is a registered financial advisor currently at TOCQUEVILLE SECURITIES L.P. located in Vero Beach, Florida. Jason is registered as a RR (Registered Representative) and started their career in finance in 2000. Jason has worked at 2 firms and has passed the Series 99TO, SIE and Series 6 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
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
PARALLEL ADVISORS, LLC
SIMPLICITY WEALTH
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
PARALLEL ADVISORS, LLC
SIMPLICITY WEALTH
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
PARALLEL ADVISORS, LLC
SIMPLICITY WEALTH
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
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
PARALLEL ADVISORS, LLC
SIMPLICITY WEALTH
Years of Experience
26 years in the financial services industry
Current & Past Employments
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
PARALLEL ADVISORS, LLC
SIMPLICITY WEALTH
Current Firm
LEPERCQ, DE NEUFLIZE/TOCQUEVILLE SECURITIES, L.P. | TOCQUEVILLE SECURITIES L.P.
Contact Information
Main Address
40 West 57th Street 19th Floor, New York, NY, 10019Mailing Address
40 West 57th Street 19th Floor, New York, NY, 10019Phone Number
(212) 698-0800Established
Delaware since 01/04/1990Firm Type
PartnershipFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| TOCQUEVILLE ASSET MANAGEMENT L.P. | LIMITED PARTNER | — |
| CHUN, YUEN NA | FINOP | 2219603 |
| GRAHAM, KELSEY DUBOIS III | CHIEF COMPLIANCE OFFICER | 5976494 |
| KLEINSCHMIDT, ROBERT WILLIAM | CEO & GSP | 855215 |
| SCHLESINGER, SCOTT IRA | PRESIDENT, CHIEF OPERATING OFFICER & GSP | 1252675 |
| TOCQUEVILLE MANAGEMENT CORPORATION | GENERAL PARTNER | — |
Disclosures
Regulatory Event
4Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
PARALLEL ADVISORS, LLC
SIMPLICITY WEALTH
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
PARALLEL ADVISORS, LLC
SIMPLICITY WEALTH
State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 2000About the Series 6 examSRO Registrations
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
PARALLEL ADVISORS, LLC
SIMPLICITY WEALTH
CRS (Client Relationship Summary) - BD
Click below to view Jason Ryan Scheibel's CRS (Customer Relationship Summary).
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
PARALLEL ADVISORS, LLC
SIMPLICITY WEALTH
