Jason M. Orsky
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 Michael Orsky was a registered financial professional .
Jason is a previously registered financial professional and started their career in finance in 2009. Jason had worked at 5 firms and has passed the Series 66, Series 99TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 5, 2015 - August 23, 2023
JASON M ORSKY WEALTH MANAGEMENT LLC
March 24, 2014 - December 31, 2014
JASON M ORSKY WEALTH MANAGEMENT LLC
February 12, 2014 - June 21, 2023
PURSHE KAPLAN STERLING INVESTMENTS
August 7, 2012 - January 14, 2014
WELLS FARGO CLEARING SERVICES, LLC
August 6, 2012 - January 14, 2014
WELLS FARGO CLEARING SERVICES, LLC
June 30, 2009 - August 7, 2012
EDWARD JONES
June 1, 2009 - August 7, 2012
EDWARD JONES
April 22, 2009 - May 29, 2009
LPL FINANCIAL LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationCurrent Firm
JASON M ORSKY WEALTH MANAGEMENT LLC
CRD#: 170277 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 400 |
| AUM (Assets Under Management) | $ 49,000,000 |
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.
