JB
Jason L. Bush
DELAWARE DISTRIBUTORS, L.P.
Overland Park, KS 66202
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CRD#: 4548252
JB
Professional summary
Jason Lane Bush, who also goes by Jason L. Bush, Jason Bush, is a registered financial professional currently at DELAWARE DISTRIBUTORS, L.P. located in Overland Park, Kansas.
Jason is registered as a RR (Registered Representative) and started their career in finance in 2003. Jason has worked at 8 firms and has passed the Series 65, Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Jason L. Bush | Jason Bush
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.
CRS (Client Relationship Summary) - BD
Click below to view Jason Lane Bush'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®
NoneExperience
Current
May 4, 2021 - Present
DELAWARE DISTRIBUTORS, L.P.
Office #1: 6301 Glenwood Street, Overland Park, KS 66202BD
CRD#: 14232
Overland Park, KS
Past
December 4, 2013 - October 7, 2020
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
Past
December 4, 2013 - August 31, 2021
IVY DISTRIBUTORS, INC.
BD
CRD#: 16496
OVERLAND PARK, KS
Past
June 27, 2011 - December 31, 2012
AMERICAN CENTURY BROKERAGE, INC.
BD
CRD#: 42846
KANSAS CITY, MO
Past
November 19, 2010 - December 5, 2013
AMERICAN CENTURY INVESTMENT SERVICES INC.
BD
CRD#: 17437
KANSAS CITY, MO
Past
January 5, 2006 - October 29, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
RIDGELAND, MS
Past
December 9, 2005 - October 29, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
RIDGELAND, MS
Past
February 11, 2003 - January 3, 2006
LEGG MASON WOOD WALKER, INCORPORATED
BD
CRD#: 6555
BALTIMORE, MD
Past
January 2, 2003 - February 13, 2003
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
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
Alabama(5/4/2021)
RR
Alaska(9/7/2023)
RR
Arizona(9/7/2023)
RR
Arkansas(5/4/2021)
RR
California(9/7/2023)
RR
Colorado(9/7/2023)
RR
Connecticut(9/7/2023)
RR
Delaware(9/7/2023)
RR
District of Columbia(9/7/2023)
RR
Florida(9/2/2021)
RR
Georgia(9/7/2023)
RR
Hawaii(9/7/2023)
RR
Idaho(9/7/2023)
RR
Illinois(5/4/2021)
RR
Indiana(5/4/2021)
RR
Iowa(5/4/2021)
RR
Kansas(5/4/2021)
RR
Kentucky(5/4/2021)
RR
Louisiana(5/4/2021)
RR
Maine(9/7/2023)
RR
Maryland(9/7/2023)
RR
Massachusetts(9/7/2023)
RR
Michigan(5/4/2021)
RR
Minnesota(5/4/2021)
RR
Mississippi(5/4/2021)
RR
Missouri(5/4/2021)
RR
Montana(9/7/2023)
RR
Nebraska(5/4/2021)
RR
Nevada(9/7/2023)
RR
New Hampshire(9/7/2023)
RR
New Jersey(9/7/2023)
RR
New Mexico(9/7/2023)
RR
New York(9/7/2023)
RR
North Carolina(9/7/2023)
RR
North Dakota(5/4/2021)
RR
Ohio(5/4/2021)
RR
Oklahoma(5/4/2021)
RR
Oregon(9/7/2023)
RR
Pennsylvania(5/4/2021)
RR
Puerto Rico(9/7/2023)
RR
Rhode Island(9/7/2023)
RR
South Carolina(9/7/2023)
RR
South Dakota(5/4/2021)
RR
Tennessee(5/4/2021)
RR
Texas(5/4/2021)
RR
Utah(9/7/2023)
RR
Vermont(9/7/2023)
RR
Virgin Islands(9/7/2023)
RR
Virginia(9/7/2023)
RR
Washington(9/7/2023)
RR
West Virginia(9/7/2023)
RR
Wisconsin(5/4/2021)
RR
Wyoming(9/7/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
DD
DELAWARE DISTRIBUTORS, L.P.
DELAWARE DISTRIBUTORS, L.P. | DELAWARE DISTRIBUTORS,INC.
CRD#: 14232 / SEC#: , 8-29755
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
100 Independence 610 Market Street, Philadelphia, PA 19106-2354
Mailing Address
100 Independence 610 Market Street, Philadelphia, PA 19106-2354
Phone number
(215) 255-1200
Established
Delaware since 12/21/1994
Firm type
Partnership
Fiscal year end
March
Firm Size
Small
# of Employees
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| DELAWARE INVESTMENTS DISTRIBUTION PARTNERS, INC. ("DIDP") | LIMITED PARTNER OF APPLICANT | |
| IVY DISTRIBUTORS, INC. | LIMITED PARTNER OF APPLICANT | |
| CONNOR, DAVID FORRESTER | DIRECTOR | 4243088 |
| DELAWARE CAPITAL MANAGEMENT, A SERIES OF MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST,("DCM") | LIMITED PARTNER OF APPLICANT | |
| DELAWARE DISTRIBUTORS, INC. ("DDI") | GENERAL PARTNER OF APPLICANT | |
| GARVEY, THOMAS F | CHIEF COMPLIANCE OFFICER | 2845051 |
| HOBAN, STEPHEN (NO MIDDLE NAME) | FINOP | 5089370 |
| HOBAN, STEPHEN (NO MIDDLE NAME) | VP/CHIEF FINANCIAL OFFICER | 5089370 |
| HUTCHINSON, MILISSA ANN | PRESIDENT | 5727922 |
| LYTLE, SHAWN KEITH | DIRECTOR | 5816747 |
| SALUS, RICHARD (NO MIDDLE NAME) | DIRECTOR | 2850592 |
Disclosures
| Regulatory Event | 3 |
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
DELAWARE DISTRIBUTORS, L.P.
CRD#: 14232Overland Park, KS 66202TRUST BUT VERIFY
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