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JW

Jason Wilson

Some features on this profile are disabled
CRD#: 5290748
JW

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jason Wilson was a registered financial professional .

Jason is a previously registered financial professional and started their career in finance in 2007. Jason had worked at 3 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

November 10, 2011 - August 28, 2014

INCAPITAL DISTRIBUTORS LLC

BD
CRD#: 156622
BOCA RATON, FL
Past

July 22, 2010 - August 28, 2014

INSPEREX LLC

BD
CRD#: 101420
BOCA RATON, FL
Past

April 12, 2007 - July 22, 2010

SG AMERICAS SECURITIES, LLC

BD
CRD#: 128351
NEW YORK, NY

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 5/3/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 4/11/2007
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/2/2011
General Securities Principal Examination

Current Firm

ID
INCAPITAL DISTRIBUTORS LLC
INCAPITAL | INSPEREX | INCAPITAL INSURANCE SERVICES, LLC | INCAPITAL DISTRIBUTORS LLC

CRD#: 156622 / SEC#: , 8-68814

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
25 Se 4th Avenue Suite 400, Delray Beach, FL 33483
Mailing Address
233 South Wacker Drive Suite 4400, Chicago, IL 60606
Phone number
(312) 379-3700
Established
Delaware since 08/06/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
INSPEREX HOLDINGS, LLCMEMBER: VOTING
BUSSCHER, ARNOLD BRADLEYCHIEF ADMINSTRATIVE OFFICER AND GENERAL COUNSEL2213934
DEEG, ADITI DAVARECHIEF FINANCIAL OFFICER; PRINCIPAL FINANCIAL OFFICER; PRINCIPAL OPERATIONS OFFICER; FIN/OP4279152
MITCHELL, SCOTT ALEXANDERCHIEF EXECUTIVE OFFICER4717597
PAPAGIANNIS, JAMES JOHNCHIEF COMPLIANCE OFFICER & AMLCO2449960

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

INCAPITAL DISTRIBUTORS LLC

CRD#: 156622

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