Jason Wallach

P.J. ROBB VARIABLE

Harrisburg, PA 17110

Some features on this profile are disabled

CRD#: 5810872

Professional summary

Jason Wallach, who also goes by Jason M Wallach, Jason Matthew Wallach, Jason Wallach, is a registered financial professional currently at P.J. ROBB VARIABLE, LLC located in Harrisburg, Pennsylvania.

Jason is registered as a RR (Registered Representative) and started their career in finance in 2011. Jason has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jason M Wallach | Jason Matthew Wallach | Jason Wallach

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 Wallach's CRS (Customer Relationship Summary).

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

August 14, 2025 - Present

P.J. ROBB VARIABLE, LLC

Office #1: 4135 North Front Street, Harrisburg, PA 17110

CRD#: 38339

Harrisburg, PA

Past

August 7, 2019 - August 12, 2025

M HOLDINGS SECURITIES, INC.

CRD#: 43285

WEST PALM BEACH, FL

Past

August 10, 2018 - July 29, 2019

EQUITABLE ADVISORS, LLC

CRD#: 6627

FT. LAUDERDALE, FL

Past

September 6, 2011 - November 18, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

JACKSONVILLE, FL

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
(8/18/2025)

Florida
(8/15/2025)

Georgia
(8/15/2025)

Kentucky
(8/18/2025)

Tennessee
(8/15/2025)

Exams

State Security Law Exam

Series 63

Date: 9/8/2019

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: 8/10/2018

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

P.J. ROBB VARIABLE, LLC

P.J. ROBB VARIABLE CORPORATION | P.J. ROBB VARIABLE, LLC

CRD#: 38339 / SEC#: , 8-48197

Broker-Dealer Firm Regulated by FINRA (New Orleans 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

6075 Poplar Ave Suite 400, Memphis, TN 38119

Mailing Address

6075 Poplar Ave Suite 400, Memphis, TN 38119

Phone number

(901) 722-5433

Established

Tennessee since 02/21/1995

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
CRUMP LIFE INSURANCE SERVICES, LLC	OWNER
COLLINS, HEATHER MARIE	ASSISTANT TREASURER AND PRINCIPAL OPERATIONS OFFICER	5851459
CORDLE, COYE BAXTER III	CHIEF COMPLIANCE OFFICER, AML OFFICER & PRIVACY OFFICER	4544954
HARRISON, BRUCE ANDREW	PRESIDENT, CEO AND CHAIRMAN OF THE BOARD / DIRECTOR	2232934
MERCHANT, JEFFREY S	CHIIEF FINANCIAL OFFICER / TREASURER / PRINCIPAL FINANCIAL OFFICER / DIRECTOR	4668892
SCHUYLER, JOHN EDWIN	SECRETARY AND DIRECTOR	1056044
STAHLNECKER, ERIN ELIZABETH	ALTERNATE PRINCIPAL OPERATIONS OFFICER	6606934

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

Robert Becker

J. ALDEN ASSOCIATES, INC.

Doylestown, PA

Jamie Powell

CAPITAL ADVISORY SERVICES, LLC

IAR

West Chester, OH

Aaron Ungerer

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Frontenac, MO

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jason Wallach

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

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

Certified licenses

Experience

P.J. ROBB VARIABLE, LLC

M HOLDINGS SECURITIES, INC.

EQUITABLE ADVISORS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 63

Date: 9/8/2019

SIE

Date: 10/1/2018

Series 7

Date: 8/10/2018

FINRA

Current Firm

P.J. ROBB VARIABLE, LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

P.J. ROBB VARIABLE, LLC

TRUST BUT VERIFY

Similar Advisors