Jason M. Van Itallie
Professional summary
Jason Michael Van Itallie, who also goes by Jason Michael Van Itallie, is a registered financial professional currently at BELZBERG CAPITAL located in New York, New York.
Jason is registered as a RR (Registered Representative) and started their career in finance in 2002. Jason has worked at 4 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jason Michael Van Itallie's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 23, 2023 - Present
BELZBERG CAPITAL
Office #1: 589 Fifth Avenue Suite 1602, New York, NY 10017Office #2: 589 Fifth Avenue Suite 1602, New York, NY 10017February 7, 2020 - July 12, 2023
WAVECREST SECURITIES LLC
September 22, 2008 - May 24, 2018
BARCLAYS CAPITAL INC.
December 18, 2002 - September 22, 2008
LEHMAN BROTHERS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/26/2024)
(7/31/2023)
(8/8/2023)
(8/2/2023)
(8/9/2023)
Exams
Series 99TO
Date: 6/23/2023
Operations Professional ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
BELZBERG CAPITAL
CRD#: 321600 / SEC#: , 8-70948
Contact information
FINRA licenses (6 States and Territories)
Documents
Red Flags
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