Jason S. Owen

INSTITUTIONAL CASH DISTRIBUTORS

New York, NY 10167

Some features on this profile are disabled

CRD#: 4898092

Professional summary

Jason Scott Owen is a registered financial professional currently at INSTITUTIONAL CASH DISTRIBUTORS, LLC located in New York, New York.

Jason is registered as a RR (Registered Representative) and started their career in finance in 2005. Jason has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jason Scott Owen'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®

None

Experience

Current

May 26, 2010 - Present

INSTITUTIONAL CASH DISTRIBUTORS, LLC

Office #1: 245 Park Avenue, New York, NY 10167

CRD#: 149635

New York, NY

Past

August 18, 2009 - April 30, 2010

MERRIMAN CAPITAL, INC.

CRD#: 18296

NEW YORK, NY

Past

January 8, 2008 - August 13, 2009

THOMASLLOYD CAPITAL LLC

CRD#: 38784

PLEASANTVILLE, NY

Past

October 28, 2005 - August 9, 2006

MERRIMAN CAPITAL, INC.

CRD#: 18296

NEW YORK, NY

State Registrations and Notice Filings

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

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

Alabama
(12/8/2021)

Arkansas
(12/8/2021)

California
(5/26/2010)

Florida
(12/8/2021)

Georgia
(12/8/2021)

Mississippi
(12/8/2021)

Tennessee
(8/16/2023)

Exams

State Security Law Exam

Series 63

Date: 10/8/2008

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: 9/8/2005

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

INSTITUTIONAL CASH DISTRIBUTORS, LLC

CRD#: 149635 / SEC#: , 8-68161

Broker-Dealer Firm Regulated by FINRA (New York district office)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

245 Park Avenue, New York, NY 10167

Mailing Address

245 Park Avenue, New York, NY 10167

Phone number

(646) 430-6030

Established

California since 08/08/2008

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
ICD INTERMEDIATE HOLDCO 2 LLC	HOLDING COMPANY
BRUNER, CHRISTIAN ADAM	BOARD MEMBER	5661505
CLACK, AMY	BOARD MEMBER	4882071
HAZARD, VICTOR JAMES IV	CEO / COO	1871503
KAHNEY, DOUGLAS RYAN	CHIEF COMPLIANCE OFFICER	4903813
NEWTON, THOMAS PHILLIP	MANAGING DIRECTOR	2114728
PITTINSKY, JONATHAN DAVID	CFO/FINOP	4291263
SERRAO, ASHLEY NEIL	BOARD MEMBER	5360541
WOOD, ELISABETH KIRBY	BOARD MEMBER	4929181

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.

Similar Advisors

Peter Kettle

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Brooklyn, NY

Richard Dragotta

LPL FINANCIAL LLC

IAR

Paramus, NJ

Diane Finnerty

MORGAN STANLEY

IAR

New York, NY

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jason S. Owen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jason Scott Owen's CRS (Customer Relationship Summary).

Certified licenses

Experience

INSTITUTIONAL CASH DISTRIBUTORS, LLC

MERRIMAN CAPITAL, INC.

THOMASLLOYD CAPITAL LLC

MERRIMAN CAPITAL, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/8/2008

SIE

Date: 10/1/2018

Series 7

Date: 9/8/2005

FINRA

Current Firm

INSTITUTIONAL CASH DISTRIBUTORS, LLC

Contact information

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

INSTITUTIONAL CASH DISTRIBUTORS, LLC

TRUST BUT VERIFY

Similar Advisors