Jason M. Elstein
Professional summary
Jason Marc Elstein, who also goes by Jason Elstein, is a registered financial professional currently at GLOBAL TRADING X located in New York, New York.
Jason is registered as a RR (Registered Representative) and started their career in finance in 2006. Jason has worked at 6 firms and has passed the Series 63, Series 57TO, Series 22TO, Series 99TO, Series 6TO, Series 82TO, SIE, Series 7, Series 39, Series 26, Series 14 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jason Marc Elstein's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 12, 2026 - Present
GLOBAL TRADING X
Office #1: 810 Seventh Avenue 37f, New York, NY 10019March 16, 2022 - June 3, 2026
RBC CMA LTD
September 10, 2020 - June 2, 2026
RBC CAPITAL MARKETS, LLC
January 21, 2016 - October 31, 2018
BNP PARIBAS SECURITIES CORP.
October 1, 2008 - November 19, 2010
J.P. MORGAN SECURITIES LLC
March 3, 2006 - October 1, 2008
J.P. MORGAN SECURITIES 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
(6/12/2026)
Exams
Series 57TO
Date: 11/20/2025
Securities Trader ExamSeries 22TO
Date: 1/2/2023
Direct Participation Programs Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationSeries 82TO
Date: 1/2/2023
Limited Representative-Private Securities OfferingsFINRA
Current Firm
GLOBAL TRADING X
CRD#: 337667 / SEC#: , 8-71408
Contact information
Documents
Red Flags
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